Company Description
Bernstein Private Wealth Management partners with clients to act as their financial confidante, using real-world experience and impactful insights to address complex challenges beyond just wealth management. We employ innovative research, sophisticated modeling, and cutting-edge investment solutions to help guide our clients and communities toward a more meaningful future. AllianceBernstein, L.P. does not engage in cryptocurrency transactions or social media business activities.
Role Description
This is a full-time on-site role for an Associate located in Seattle, WA. The Associate will be responsible for supporting senior advisors in managing and executing client investment strategies. Day-to-day tasks include conducting financial analysis, preparing client reports, coordinating client meetings, and ensuring excellent client service. The role requires close collaboration with team members and effective communication with clients to understand their needs and provide tailored financial solutions.
Qualifications
- Strong analytical skills and experience in financial analysis
- Proficiency in portfolio management and investment strategies
- Excellent written and verbal communication skills
- Detail-oriented with strong organizational skills
- Ability to work effectively in a team and independently
- Bachelor's degree in Finance, Economics, Business, or a related field
- Experience in wealth management or financial services is a plus
- Strong ethics and ability to maintain client confidentiality
