Abglobal

Abglobal

Associate

Tampa, Florida

Sponsorship not specifiedDetected 30 days ago
ExcelCustomer SupportResearchLeadershipCommunicationCollaborationMentoring

About the role

  • Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.
  • 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.
  • We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.

Nice to have

  • 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
  • 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

Skills

  • Position Overview
  • Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.
  • In-depth industry training on proprietary investments, services, policies and procedures
  • Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
  • A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
  • Behavioral training geared toward the development of communication, leadership, and other professional skills
  • Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Visa & Work Authorization

  • The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
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This listing is sourced directly from Abglobal's careers page and normalized into a canonical job model.