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Ultra-High Net Worth PWM Associate at AllianceBernstein - ApplyBlast

Ultra-High Net Worth PWM Associate

AllianceBernstein

6 months ago

3.5 on Glassdoor

Nashville, Tennessee

Onsite

Full Time

Junior

0 applicants

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About this role

AB is recruiting entrepreneurial Private Wealth Associates for its new Nashville headquarters to support Ultra-High Net Worth clients domestically and internationally. This role involves partnering with Relationship Managers and Financial Advisors to deliver exceptional service across the entire client lifecycle, from prospecting to onboarding. Candidates will gain significant exposure to senior leadership while providing guidance on assets, trusts, retirement planning, and executive compensation.

Responsibilities

Partner with Financial Advisors to support UHNW clients throughout the lifecycle
Interact directly with clients to deliver exceptional service and account maintenance
Prepare analyses account for meetings with clients and professional partners
Provide advice on asset allocation and executive compensation strategies
Maintain strong relationships with internal teams and external professional partners