Abglobal
Associate - National Team
Nashville, Tennessee
Sponsorship not specifiedDetected 13 days ago
ExcelResearchLeadershipCommunicationMentoring
About the role
- Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.
- This role offers an exciting and challenging opportunity to be at the forefront of an important strategic initiative that will provide national exposure across our Private Wealth Management business.
- Their work will be high-impact and dynamic.
Responsibilities
- Build trust & creditability with colleagues and teams across our business to uphold client service excellence
Nice to have
- Bachelor's degree with excellence in academics and at least 1+ years of experience in finance
- SIE, Series 7, and Series 63 licenses
- Proficiency in Word and Excel
- Strong interpersonal and leadership skills
- Proven track record of performance in current role
- Flexibility to travel periodically to our U.S.-based Private Wealth offices (up to 1 week every 3-4 months)
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