Private Wealth Associate

AllianceBernstein•Nashville, TN

1d•Onsite

About The Position

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

Requirements

Strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required

Nice To Haves

1-2 years client service experience
Financial services industry experience a plus
Candidates with licenses (SIE, Series 7, and Series 63) are a plus

Responsibilities

Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support