UHNW Private Wealth Associate - Client-Facing Growth

AllianceBernstein L.P.; Nashville (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance coverage

Employee wellness program

Life and disability insurance

Retirement savings plan

Paid holidays, sick leave, and vacation time off

Commission and incentive compensation

Job summary

AllianceBernstein L.P. is seeking an entrepreneurial-minded UHNW Private Wealth Associate for their Nashville office. This role involves supporting complex clients, providing exceptional customer service, and collaborating with financial professionals.

Candidates should have a Bachelor's degree and two years of experience, with strong analytical skills and proficiency in Word and Excel preferred. Benefits include health insurance, wellness programs, and incentive compensation opportunities.

Qualifications

• At least two years of experience delivering exceptional client service.
• Experience in wealth management or family office.
• Preferred licenses: SIE, Series 7, Series 63; CFA, CFP, or CPWA.

Responsibilities

• Partner with Relationship Managers to provide service to UHNW clients.
• Delivers exceptional service through client interactions.
• Network with senior professionals throughout the firm.

Skills

Client-centric approach

Strong analytical skills

Communication skills

Proficiency in Word and Excel

Multi-tasking under pressure

Education

Bachelor’s degree

Job description

AllianceBernstein L.P. is seeking an entrepreneurial-minded UHNW Private Wealth Associate for their Nashville office. This role involves supporting complex clients, providing exceptional customer service, and collaborating with financial professionals.

Candidates should have a Bachelor's degree and two years of experience, with strong analytical skills and proficiency in Word and Excel preferred. Benefits include health insurance, wellness programs, and incentive compensation opportunities.