{"id":1347933,"url":"https://alion.io/job/alliancebernstein-private-wealth-associate","title":"Private Wealth Associate","company":{"id":1770766,"name":"AllianceBernstein","domain":"alliancebernstein.com","url":"https://alion.io/company/alliancebernstein-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":16,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-10T05:45:15Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Los Angeles, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":76000,"max":88000,"currency":"USD","period":"year","gross":null,"usd_annual":88000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-15T00:00:00Z","employer_posted_date":"2026-09-15","last_verified_at":"2026-10-11T18:17:30Z","board_verified":true,"closed_at":null,"days_open":26,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":26},"description":"Position Overview\nBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.\nBernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.\nAn Associate will:\nCollaborate and network with senior professionals throughout the firm to fuel career success\nPartner 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\nBuild relationships with clients and prospective clients to understand and support all aspects of their servicing needs\nStrive to provide a world-class level of customer service and support\nOur Comprehensive Development Program\nAssociates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.\nComponents of the Associate Development Program (ADP) Include:\nIn-depth industry training on proprietary investments, services, policies and procedures\nAdvanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies\nA focus on client service excellence, partnership and sales training in order to provide an exceptional client experience\nBehavioral training geared toward the development of communication, leadership, and other professional skills\nCareer management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role\nAssociates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.\nJob Qualifications\nWe Are Seeking:\nPeople who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships\nAccomplished team players who thrive in a rigorous and challenging environment\nIndividuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere\nIndividuals who have a bachelor's degree with excellence in academics and strong leadership experience\nProficiency in Word and Excel are required\nDesired Qualifications\n1-2 years client service experience, financial services industry experience a plus\nThe Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus\nCompany Overview\nBernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.\nBernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.\nBernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.\nJoin us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com\nTo learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html\nSalary Disclosure\nIn accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary: $76,000-88,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.\nLos Angeles, California","description_format":"text","description_chars":5466,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Professional Services","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-27T17:33:16Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 54 · green card filings: 19","filings_12m":54,"filings_prev_12m":49,"green_card_filings_12m":19,"median_offered_wage_usd":136130,"route":null,"cap_exempt":false,"checked_at":"2026-10-03T21:08:04+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":24,"band":"cold","label":"Long shot","p_open":1,"p_active":0.444,"p_room":0.55,"age_days":25,"expected_fill_days":17,"reasons":["conf:4","stale_co","velocity","win:tail","comp:junior"],"computed_at":"2026-10-10T05:45:15Z"},"pay":{"stated_usd_annual":88000,"is_top_pay":true},"html_url":"https://alion.io/job/alliancebernstein-private-wealth-associate","json_url":"https://alion.io/job/alliancebernstein-private-wealth-associate.json","meta":{"generated_at":"2026-10-11T19:02:37Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5452,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1770766},"rest":"https://alion.io/mcp/rest/get_company?id=1770766"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Falliancebernstein-private-wealth-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Falliancebernstein-private-wealth-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Falliancebernstein-private-wealth-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/alliancebernstein-private-wealth-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Falliancebernstein-private-wealth-associate"}]}