Junior Business Analyst and Project Analyst

Join Bernstein Private Wealth Management as a Private Wealth Associate in Philadelphia. In this client-facing role, you will partner with Financial Advisors to provide comprehensive wealth management services to high-net-worth clients, including asset allocation, portfolio analysis, and legacy planning. This position offers a robust training program and opportunities for career advancement within the firm.

• Partner with Financial Advisors to support high-net-worth clients
• Provide asset allocation, portfolio analysis, and wealth planning services
• Build and maintain client relationships
• Participate in a comprehensive Associate Development Program
• Develop skills in investment knowledge, client service, and sales
• Opportunities for career growth into advisory or leadership roles