Ultra-High Net Worth PWM Associate

Who You'll Work With We are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (UHNW) service team in our new Nashville headquarters. UHNW Private Wealth Associates will work in client-facing roles supporting our most complex clients domestically & internationally. This role will require candidates to build upon their current skillset and provide unparalleled immersion into all aspects of the UHNW segment of the industry. This team offers an exciting and challenging opportunity to be a part of the build-out of a core strategic initiative that will frequently expose you to senior leadership, UHNW Advisors & clients from all backgrounds, such as athletes, entertainers, tech entrepreneurs and CEOs. This team seeks to provide our clients an unparalleled service level that you will be integral in delivering. Along the way, you'll be exposed to all areas of the client advice experience, including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, insurance and executive compensation. What You'll Do Partner with Relationship Managers and Financial Advisors to provide the highest level of service and support for our UHNW client segment throughout the client lifecycle - from prospecting to onboarding to servicing Be client-facing as they work alongside other members of the UHNW Associate team to deliver exceptional service through frequent interactions directly with clients, as well as their representatives and professional partners, including analyses, account maintenance and preparation ahead of meetings Exposure to and networking with senior professionals throughout the firm to fuel career success and progression What We're Looking For The ideal candidate has a bachelor's degree and two years of experience delivering an exceptional client service experience. We welcome all majors and degrees from all institutions. We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should take a client-centric approach with strong detail-orientation and an ability to multi-task under pressure in a fast-paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel required. 1-2 years related wealth management or family office experience Bernstein will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are preferred CFA, CFP or CPWA designation; Bernstein will sponsor for these programs and support tuition reimbursement for those pursuing relevant master's degrees Excellent verbal and written communication skills in English and, if possible, either Spanish, Portuguese or Mandarin Benefits Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. EEO Statement People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. #J-18808-Ljbffr CFA Institute