Private Wealth Associate

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor's degree in Finance, Business, or related field., Strong analytical and problem-solving skills., Excellent communication and interpersonal abilities., Experience in wealth management or financial services is preferred..

Key responsibilities:

  • Assist clients in managing their investment portfolios.
  • Prepare financial reports and performance summaries.
  • Coordinate meetings with clients to discuss their financial goals.
  • Support senior advisors in developing customized wealth strategies.

Bernstein Private Wealth Management logo
Bernstein Private Wealth Management http://www.bernstein.com
1001 - 5000 Employees
See all jobs

Required profile

Experience

Related jobs