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Bernstein Private Wealth Management · 2 days ago

Private Wealth Associate

Stamford, CT

Full-time

Onsite

Entry Level

$80K/yr - $86K/yr

1+ years exp

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. The Private Wealth Associate role involves collaborating with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and exceptional client service for high-net-worth individuals and families.

ConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Collaborate and network with senior professionals throughout the firm to fuel career success

Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation

Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs

Strive to provide a world-class level of customer service and support

Qualification

Analytical skillsClient service experienceCommunication skillsExcelWordMulti-taskingDetail-orientedTeam playerLeadership experienceWork under pressure

Required

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships

Accomplished team players who thrive in a rigorous and challenging environment

Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere

Individuals who have a bachelor's degree with excellence in academics and strong leadership experience

Proficiency in Word and Excel are required

Preferred

1-2 years client service experience, financial services industry experience a plus

The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Benefits

Health insurance coverage

An employee wellness program

Life and disability insurance

A retirement savings plan

Paid holidays

Sick and vacation time off

Company

Bernstein Private Wealth Management

Bernstein has focused squarely on research and investment management.

Founded in 1967

New York, New York, USA

1001-5000 employees

https://www.bernstein.com/

H1B Sponsorship

Bernstein Private Wealth Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (45)

2024 (63)

2023 (92)

2022 (173)

2021 (160)

2020 (77)