Abglobal

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)

This listing is sourced directly from Abglobal's careers page and normalized into a canonical job model.