AllianceBernstein · 17 hours ago
Ultra-High Net Worth PWM Associate
Nashville, Tennessee
Full-time
Onsite
Entry Level
1+ years expAllianceBernstein is a leading global investment management firm seeking entrepreneurial-minded individuals to join their Ultra-High Net Worth service team in Nashville. The role involves providing exceptional service to complex clients, supporting them throughout the client lifecycle, and collaborating with Relationship Managers and Financial Advisors.
Asset ManagementFinancial ServicesWealth Management
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
Exposure to and networking with senior professionals throughout the firm to fuel career success and progression
Qualification
Required
Bachelor's degree
Two years of experience delivering an exceptional client service experience
Strong detail-orientation and an ability to multi-task under pressure in a fast-paced atmosphere
Strong analytical and communication skills (both written and verbal)
Ability to build internal and external relationships
Proficiency in Word and Excel
1-2 years related wealth management or family office experience
Excellent verbal and written communication skills in English
Preferred
Candidates with licenses (SIE, Series 7, and Series 63)
CFA, CFP or CPWA designation
Excellent verbal and written communication skills in Spanish, Portuguese or Mandarin
Benefits
Health insurance coverage
An employee wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Sick and vacation time off
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
H1B Sponsorship
AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)
Funding
Current Stage
Public CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
Seth Bernstein
President & CEO
James Wallin
Senior Vice President
Recent News
2026-01-16
2026-01-06
Company data provided by crunchbase