Who You'll Work With:
Bernstein’s Wealth Strategies team is a multi‑disciplinary group of professionals dedicated to helping individuals and families navigate complex wealth planning needs. Our mandate is to provide actionable, research‑based advice related to lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans.
We begin by uncovering client priorities, values, and goals, and then craft tailored strategies that align with these objectives. Within Bernstein Private Wealth Management, Wealth Strategies plays a critical role in collaborating with Advisors to deliver a distinctive planning experience that integrates both qualitative and quantitative insights.
Analysts are integral members of this team. They run state‑of‑the‑industry analytics to solve complex investment‑related questions and present those findings in one‑on‑one meetings with clients and prospects, supporting the broader advisory relationship within Bernstein’s Private Wealth platform.
What You'll Do:
Analysts will be trained on internally developed analytical tools—including the Wealth Forecasting System (WFS) and other advanced custom analytics. To complete the analytical work required, he or she will become well‑versed in asset allocation theory, taxes, retirement, and trust and estate planning issues.
The WS Analyst will be responsible for interpreting the data from our analyses and supporting Advisors in making informed investment recommendations for clients and prospects. As part of a collaborative team of WS professionals, he or she will help drive new business by identifying key planning issues, strategizing solutions, and building custom analyses that differentiate the Bernstein experience.
Specific responsibilities include:
Completing complex WFAs and developing innovative, customized analyses
Creating high‑quality PowerPoint materials to communicate analysis results in a clear and compelling manner
Quality controlling WFAs nationwide to ensure analytical excellence
Beta testing enhancements to analytical tools and providing feedback
Training new Advisors and Associates on WS tools and methodologies
Partnering with local management on WS‑related business needs
Collaborating on departmental projects that advance Bernstein’s planning capabilities
Successful Analysts will also take on an active client‑facing role, presenting analyses and delivering research presentations to clients, prospects, and intermediaries.
What We're Looking For:
Bachelor’s degree and 2+ years of relevant experience, ideally within private wealth management, financial planning, or a related analytical function
Experience within Bernstein Private Wealth Management or familiarity with Bernstein’s planning philosophy, investment approach, and tools is highly preferred
Strong analytical and problem‑solving skills, with intellectual curiosity and the ability to think creatively and strategically
Excellent communication and presentation abilities, with a demonstrated capacity to simplify complex concepts
Strong attention to detail, ability to prioritize competing deadlines, and comfort working under pressure
Proficiency in Excel and PowerPoint preferred
Series 7 & 63 required; candidates who already hold these registrations or are prepared to obtain them promptly are strongly preferred
CFA or CFP progress a plus; an interest in further licensing or credentialing is encouraged
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $95,000 to $105,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability
Los Angeles, CaliforniaSan Diego, California, San Francisco, California, Seattle, Washington
