Wealth Management Associate - Client Services & Growth

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

Job summary

Bernstein Private Wealth Management in Nashville seeks Associates to join its development program and support senior advisors in delivering asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients.

The role emphasizes client service excellence, relationship-building, and opportunities to advance within Wealth Management, Leadership, and Investment Strategies over the program period.

Qualifications

• Strong analytical and communication skills (written and verbal) and ability to build relationships.
• Accomplished team player who thrives in a rigorous environment.
• Client-focused and detail-oriented with multi-tasking under pressure.
• Bachelor's degree with excellence in academics and leadership experience.
• Proficiency in Word and Excel is required.

Responsibilities

• Collaborate and network with senior professionals to fuel career success.
• Partner with Financial Advisors to build their business and provide service/support: portfolio analysis, account creation/maintenance, client/prospect meeting prep.
• Build relationships with clients and prospective clients to support servicing needs.
• Strive to provide world-class customer service and support.

Skills

Analytical skills

Communication skills

Relationship building

Leadership experience

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in Nashville seeks Associates to join its development program and support senior advisors in delivering asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth clients.

The role emphasizes client service excellence, relationship-building, and opportunities to advance within Wealth Management, Leadership, and Investment Strategies over the program period.