Join AB Bernstein – Your Path to a Rewarding Career
About Us
AB Bernstein is a globally renowned financial services firm with a rich history spanning over nine decades. We pride ourselves on our commitment to delivering exceptional financial planning, investment management, and investment advisory services to our clients worldwide. Our team of dedicated professionals works tirelessly to provide innovative solutions that help our clients achieve their financial goals.
We’re Hiring – Financial Planning Consultants
We are currently looking for dynamic and motivated Financial Planning Consultants to join our team. As a Financial Planning Consultant at AB Bernstein, you will have the opportunity to work with high-net-worth individuals and families to create comprehensive financial plans tailored to their unique needs and goals. You will collaborate with our team of experts to provide outstanding service and support to our clients.
Key Responsibilities:
Conduct in-depth financial assessments and analysis for clients.
Develop personalized financial plans based on client goals and objectives.
Provide ongoing financial guidance and support to clients.
Collaborate with team members to deliver exceptional service to clients.
Stay current on industry trends and best practices in financial planning.
Qualifications:
Minimum of 3 years of experience in financial planning or wealth management.
Ability to work collaboratively in a team environment.
Join Our Investment Management Team
Are you passionate about investments and wealth management? We are seeking experienced professionals to join our Investment Management team at AB Bernstein. As an Investment Manager, you will work closely with clients to develop and implement investment strategies that align with their financial objectives.
Key Responsibilities:
Manage client portfolios and provide investment recommendations.
Monitor market trends and economic indicators to make informed investment decisions.
Communicate investment strategies and performance to clients.
Collaborate with colleagues to optimize client portfolios.
Stay abreast of industry developments and regulatory changes.
Qualifications:
Bachelor’s degree in Finance, Economics, or related field.
CFA designation preferred.
Minimum of 5 years of experience in investment management.
Proven track record of successfully managing client portfolios.
Strong understanding of financial markets and investment principles.
Explore Opportunities in Investment Advisory Services
Join our Investment Advisory Services team and be a part of a leading firm that is dedicated to providing unbiased and customized investment advice to our clients. As an Investment Advisor, you will play a critical role in helping clients navigate the complexities of the financial markets and achieve their long-term financial goals.
Key Responsibilities:
Provide personalized investment advice to clients based on their financial objectives.
Develop investment strategies that align with client risk tolerance and time horizon.
Monitor client portfolios and make adjustments as needed.
Build strong relationships with clients and deliver exceptional service.
Stay informed on industry trends and regulatory changes.
Qualifications:
Series 7 and Series 65 licenses required.
Bachelor’s degree in Finance, Economics, or related field.
Minimum of 3 years of experience in investment advisory services.
Strong understanding of financial markets and investment products.
Excellent communication and presentation skills.
Apply Now
If you are looking to take the next step in your career and join a dynamic and innovative team, we invite you to apply for a position at AB Bernstein. To submit your application, please visit our Careers page and upload your resume and cover letter. We look forward to welcoming talented professionals who share our passion for excellence and client service.
