Ultra-High Net Worth PWM Associate
AllianceBernstein(19 days ago)
About this role
An Ultra-High Net Worth (UHNW) Private Wealth Associate role based in the new Nashville headquarters supporting the firm’s most complex domestic and international clients. The position is part of a build-out of a strategic UHNW service team and provides exposure to senior leadership, UHNW advisors, and high-profile clients. The role offers immersion across the private-wealth advisory experience, including investment, trust & estate, and planning disciplines.
Required Skills
- Client Service
- Client Facing
- Relationship Management
- Financial Analysis
- Asset Allocation
- Portfolio Analytics
- Estate Planning
- Retirement Planning
- Executive Compensation
- Communication
+5 more
Qualifications
- Bachelor's Degree
- SIE
- Series 7
- Series 63
- CFA
- CFP
- CPWA
About AllianceBernstein
alliancebernstein.comAllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions.
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