Ultra-High Net Worth PWM Associate

AllianceBernstein LP • Nashville, TN

3d • Onsite

About The Position

The Ultra-High Net Worth Private Wealth Associate works in a client-facing role supporting complex domestic and international UHNW clients from AB’s Nashville headquarters. The role offers exposure to the UHNW wealth-management business and to the build-out of a core strategic initiative, with opportunities to interact with senior leadership, advisors, clients, client representatives, and professional partners. The associate will gain exposure to areas of the client advice experience including asset allocation, portfolio analytics, trust and estate planning, retirement planning, insurance, and executive compensation.

The associate partners with Relationship Managers and Financial Advisors to support UHNW clients throughout the client lifecycle, from prospecting and onboarding through ongoing servicing. The role includes frequent client interactions, analysis, account maintenance, and meeting preparation, as well as networking with senior professionals across the firm to support career development.

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.
• Strong attention to detail and ability to multitask under pressure in a fast-paced environment.
• Strong analytical skills.
• Strong written and verbal communication skills in English.
• Ability to build internal and external relationships and work effectively as a team player.
• Proficiency in Microsoft Word and Excel.

Nice To Haves

• Existing licenses, including SIE, Series 7, or Series 63; Bernstein will sponsor required series exams.
• CFA, CFP, or CPWA designation.
• Ability to communicate in Spanish, Portuguese, or Mandarin.
• Relevant master’s degree studies; Bernstein supports tuition reimbursement for employees pursuing relevant master’s degrees.

Responsibilities

• Partner with Relationship Managers and Financial Advisors to provide high-quality service and support to UHNW clients throughout prospecting, onboarding, and servicing.
• Work alongside the UHNW Associate team in client-facing interactions with clients, their representatives, and professional partners.
• Conduct analyses, maintain accounts, and prepare for client meetings.
• Build relationships and network with senior professionals throughout the firm.

Benefits

• Health insurance coverage
• Employee wellness program
• Life insurance
• Disability insurance
• Retirement savings plan
• Paid holidays
• Sick time off
• Vacation time off
• Eligible employees may receive commissions, year-end incentive compensation, short- and long-term incentives, and department-specific awards.

What This Job Offers

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