Wealth Management Associate — Development Program

AllianceBernstein L.P.; Nashville (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Bernstein Private Wealth Management in Nashville is seeking highly motivated Associates to join the Associate Development Program (ADP). As a client-service professional, you will collaborate with Advisors to deliver portfolio analysis, client servicing, and strategic planning for high-net-worth clients.

The program offers rigorous training across trusts, estates, wealth planning, and client service, with mentoring, coaching, and leadership development to accelerate your career.

Qualifications

• Strong analytical and communication skills and ability to build relationships.
• Accomplished team players who thrive in a rigorous environment.
• Client-focused and detail-oriented with ability to multi-task under pressure.
• Bachelor's degree with excellence in academics and leadership experience.
• Proficiency in Word and Excel required.
• 1–2 years client service experience; licenses sponsorship advantageous.

Responsibilities

• Collaborate with senior professionals to fuel career success.
• Partner with Financial Advisors to build their business and provide service such as portfolio analysis and meeting preparation.
• Build relationships with clients and prospects to understand servicing needs.
• Strive to provide a world-class level of customer service and support.

Skills

Analytical skills

Communication skills

Team player

Leadership experience

Client-focused & detail-oriented

Education

Bachelor's degree

Tools

Word

Excel

Job description

Bernstein Private Wealth Management in Nashville is seeking highly motivated Associates to join the Associate Development Program (ADP). As a client-service professional, you will collaborate with Advisors to deliver portfolio analysis, client servicing, and strategic planning for high-net-worth clients.

The program offers rigorous training across trusts, estates, wealth planning, and client service, with mentoring, coaching, and leadership development to accelerate your career.