Abglobal
Ultra-High Net Worth PWM Associate
Nashville, Tennessee
Sponsorship not specifiedDetected 6 days ago
ExcelResearchLeadershipCommunicationCollaborationCFA
About the role
- UHNW Private Wealth Associates will work in client-facing roles supporting our most complex clients domestically & internationally.
- This team seeks to provide our clients an unparalleled service level that you will be integral in delivering.
- We welcome all majors and degrees from all institutions.
Responsibilities
- 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
- 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.
Requirements
- The ideal candidate has a bachelor's degree and two years of experience delivering an exceptional client service experience.
- Candidates should take a client-centric approach with strong detail-orientation and an ability to multi-task under pressure in a fast-paced atmosphere.
- Proficiency in Word and Excel required.
Nice to have
- 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.
Compensation
- 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.
Benefits
- We are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (UHNW) service team in our new Nashville headquarters.
- 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.
- Bernstein will sponsor for these programs and support tuition reimbursement for those pursuing relevant master's degrees.
Company info
- About AB
- We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
- Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
- 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
- People of color, women, and those who identify as LGBTQ people are encouraged to apply.
- 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
- We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe.
- With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world.
- We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
- Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.
- Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
- If you're ready to challenge your limits and empower your career, join us!
- 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.
Visa & Work Authorization
- Bernstein will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are preferred
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