Estate Planning & Administration Associate - Private Wealth

AllianceBernstein; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

Bernstein Private Wealth Management is seeking an Associate for the Estate Administration Team in Nashville. The role involves leading client and internal meetings, coordinating estate-related transactions, and driving process improvements to support high-net-worth client transitions.

The position offers development through the Associate Development Program and opportunities to earn estate-related certifications.

Qualifications

• Experience in private wealth management or a similar private client environment.
• Bachelor’s degree and licenses: SIE, Series 7, and Series 63.
• Experience in trust and estate services preferred.

Responsibilities

• Lead client and support team meetings to discuss estate administration requirements and timelines.
• Coordinate client authorization; execute estate-related transactions (accounts, transfers, distributions).
• Research deceased clients’ Bernstein accounts to map next steps in estate admin process.
• Advise associates and advisors; present research findings and roadmaps.

Skills

Interpersonal skills

Communication

Leadership

Client meetings

Education

Bachelor’s degree

SIE license

Series 7

Series 63

Job description

Bernstein Private Wealth Management is seeking an Associate for the Estate Administration Team in Nashville. The role involves leading client and internal meetings, coordinating estate-related transactions, and driving process improvements to support high-net-worth client transitions.

The position offers development through the Associate Development Program and opportunities to earn estate-related certifications.