Philadelphia, Pennsylvania, United States · On-site
Position Overview Bernstein 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 se…
Skills: Analytical Skills, Communication Skills, Relationship Building, Portfolio Analysis, Client Service
Philadelphia, Pennsylvania, United States · Hybrid
Make your mark at Comcast -- a Fortune 30 global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, we reach hundreds of millions of customers, viewers…
Skills: Business Development, Revenue Growth, Sales, Strategic Planning, Financial Modeling
Philadelphia, Pennsylvania, United States · Hybrid
$120k–$200k/yr
Window Nation is growing fast! Join a high-energy team where your ideas and contributions will make a lasting impact. At Window Nation, we enhance the comfort, safety, and value of homes by providing high-quality, compet…
Skills: Outside Sales, In-home Sales, Customer Relationship Management, Presentation Skills, Needs Analysis
Philadelphia, Pennsylvania, United States · On-site
Comcast Business offers a suite of Connectivity, Communications, Networking, Cybersecurity, Wireless, and Managed Solutions to help global organizations of all sizes prepare for what’s next. Powered by the nation’s large…
Skills: Change Management, Communication, Human Resources (HR), Employee Relations, Performance Management
Philadelphia, Pennsylvania, United States · On-site
Job Description What is a Salesperson? Entry level sales position capable of supporting the DIY business and achieve our sales and service objectives. The role has good knowledge of store systems, basic automotive system…
Skills: Sales, Customer Service, Automotive Systems Knowledge, Inventory Management, POS Systems
Philadelphia, Pennsylvania, United States · On-site
$16/hr–$16/hr
Are you energetic, driven, and ready to make an impact? Join a fast-growing Internet Service Provider bringing next-generation connectivity to residential properties in Philadelphia, PA. If you thrive on building relatio…
Skills: Relationship Building, Presentation Skills, Verbal Communication, Written Communication, Customer Orientation
Philadelphia, Pennsylvania, United States · On-site
$110k–$120k/yr
CRM Residential is a trusted and growing leader in affordable housing property management, committed to strengthening communities and elevating the places people call home. As we continue to expand our portfolio, we are …
Skills: Property Management, Financial Analysis, Budget Development, Staff Supervision, Strategic Planning
Philadelphia, Pennsylvania, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship Management, Financial Planning, Customer Service, Credit Strategies, Digital Banking Adoption
Philadelphia, Pennsylvania, United States · On-site
About this role: Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at ww…
Skills: Mortgage Retail Sales, Loan Origination, Customer Service, Relationship Management, Financial Analysis
Philadelphia, Pennsylvania, United States · Remote OK
$90k–$100k/yr
Job Summary Provide sales teams with technical and sales presentation support to help secure new business, successful customer integration and the utilization of established products. Support unit sales plan through pre-…
Skills: Technical Sales Presentation, Customer Integration, Relationship Management, Financial Proposal Preparation, Project Leadership
Philadelphia, Pennsylvania, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Philadelphia, Pennsylvania, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Philadelphia, Pennsylvania, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Philadelphia, Pennsylvania, United States · Hybrid
$64k–$87k/yr
Become a part of our caring community With over 10 million sales interactions annually, Humana understands that while great products are important, it’s the quality of our service that truly defines us. We know that when…
Skills: Community Outreach, Grassroots Marketing, Lead Generation, Event Planning, Relationship Management
Philadelphia, Pennsylvania, United States · On-site
Opportunity, growth, and meaningful rewards! We offer: Health, dental and vision insurance Generous paid time off (vacation, flex or sick) Holiday pay *401(k) retirement plan *Company paid life insurance *Tuition reimbur…
Skills: Customer Service, Interpersonal Skills, Time Management, Problem Solving, Cash Handling
Philadelphia, Pennsylvania, United States · Hybrid
Temple University's Tyler School of Art and Architecture is searching for an Admissions Counselor. Become a part of the Temple family and you will have access to the following: A hybrid work schedule Full medical, dental…
Skills: Portfolio Review, Student Recruitment, Public Speaking, Interpersonal Relations, Microsoft Word
Philadelphia, Pennsylvania, United States · Hybrid
$32/hr–$48/hr
About the Team The Inside Account Management team is part of DoorDash’s SMB account management engine. We are dedicated to the retention, satisfaction, and growth of 8,500+ high-impact restaurant partners. From our hubs …
Skills: Account Management, Outbound Sales, Customer Retention, Data Analysis, Salesforce
Philadelphia, Pennsylvania, United States · Remote OK
$65k–$75k/yr
About Us Fanatics is building a leading global digital sports platform. We ignite the passions of global sports fans and maximize the presence and reach for our hundreds of sports partners globally by offering products a…
Skills: Relationship Management, Customer Service, Hospitality, Sales, Emotional Intelligence
Philadelphia, Pennsylvania, United States · On-site
Company Description OUR STORY: Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldl…
Skills: Sales, Lead Generation, Relationship Building, Communication Skills, Time Management
Philadelphia, Pennsylvania, United States · Hybrid
AdMed is an award winning, integrated agency that designs and delivers modern training tools for pharmaceutical, biotech, diagnostic and medical products, with one goal: to ensure that healthcare professionals, sales tea…
Skills: Business Development, Client Engagement, Strategic Relationship Development, Marketing, Contract Development
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Collaborate with Financial Advisors to provide portfolio analysis, asset allocation recommendations, and wealth planning for high-net-worth clients. Support business growth through client relationship management and meeting preparation.
Requires a bachelor's degree with strong academic performance and leadership experience. Candidates should possess strong analytical skills and proficiency in Word and Excel, with 1-2 years of client service experience preferred.
Bernstein 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.
Bernstein 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.
An Associate will:
Collaborate and network with senior professionals throughout the firm to fuel career success
Partner 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
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support
Associates 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.
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
Associates 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.
Job Qualifications
People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
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
Desired Qualifications
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
Bernstein 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.
Bernstein 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.
Bernstein 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.
Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com
To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html
Philadelphia, Pennsylvania#FullyInvested
AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with $905 billion in assets under management as of June 2026. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.
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