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Ultra-High Net Worth PWM Associate at AllianceBernstein - ApplyBlast

Ultra-High Net Worth PWM Associate

AllianceBernstein

3 months ago

3.5 on Glassdoor

Nashville, Tennessee, United States

Onsite

Full Time

Junior

0 applicants

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About this role

AB is seeking entrepreneurial-minded Private Wealth Associates to join its new Nashville headquarters to support Ultra-High Net Worth clients domestically and internationally. This client-facing role involves partnering with Relationship Managers and Financial Advisors to deliver exceptional service throughout the client lifecycle, including prospecting, onboarding, and servicing. Candidates will gain exposure to senior leadership and various aspects of the client advice experience, such as asset allocation, trust planning, and retirement strategies.

Responsibilities

Partner with Relationship Managers to support UHNW clients throughout the lifecycle
Deliver exceptional client service through frequent direct interactions and analyses
Prepare account maintenance and materials ahead of client meetings
Collaborate with senior professionals to fuel career progression
Provide support in asset allocation, trust planning, and retirement strategies