Ultra-High Net Worth PWM Associate

AllianceBernstein • Nashville, TN

4d • Onsite

About The Position

The Ultra-High Net Worth PWM Associate joins a client-facing service team at the company’s Nashville headquarters, supporting complex domestic and international UHNW clients. The role provides broad exposure to the UHNW client advice experience and is part of the build-out of a core strategic initiative. Associates work with senior leadership, UHNW Advisors, clients, client representatives, and professional partners, and gain exposure to asset allocation advice, portfolio analytics, trust and estate planning, retirement planning, insurance, and executive compensation.

Requirements

• Bachelor’s degree; all majors and institutions are welcome.
• Two years of experience delivering exceptional client service.
• One to two years of related wealth management or family office experience.
• Client-centric approach, strong attention to detail, and ability to multitask under pressure in a fast-paced environment.
• Strong analytical skills and written and verbal communication skills.
• Ability to build internal and external relationships.
• Proficiency in Microsoft Word and Excel.
• Excellent written and verbal communication skills in English.

Nice To Haves

• Existing SIE, Series 7, and Series 63 licenses; the company will sponsor required exams.
• CFA, CFP, or CPWA designation; the company will sponsor these programs.
• Spanish, Portuguese, or Mandarin language skills.
• Candidates pursuing relevant master’s degrees may receive tuition reimbursement support.

Responsibilities

• Partner with Relationship Managers and Financial Advisors to provide service and support to UHNW clients throughout the client lifecycle, from prospecting and onboarding through ongoing servicing.
• Work alongside the UHNW Associate team in a client-facing capacity, interacting frequently with clients, their representatives, and professional partners.
• Prepare analyses, handle account maintenance, and prepare for client meetings.
• Build relationships with senior professionals throughout the firm to support career development and progression.

Benefits

• Health insurance coverage
• Employee wellness program
• Life and disability insurance
• Retirement savings plan
• Paid holidays
• Sick and vacation time off
• Potential commissions and year-end incentive compensation, short- and long-term incentives, and department-specific awards, depending on eligibility
• Tuition reimbursement support for employees pursuing relevant master’s degrees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level