Private Wealth Management Professional

4 days ago

Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full time
Position Overview

Bernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented individual to join our team as a Private Wealth Associate.

Key Responsibilities

As a Private Wealth Associate, you will be responsible for collaborating with senior professionals throughout the firm to fuel career success. You will also partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Additionally, you will build relationships with clients and prospective clients to understand and support all aspects of their servicing needs.

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). This program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success. The program includes in-depth industry training on proprietary investments, services, policies and procedures, as well as advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies. Additionally, the program focuses on client service excellence, partnership and sales training, and behavioral training geared toward the development of communication, leadership, and other professional skills.

Job Qualifications

We are seeking individuals who possess strong analytical and communication skills, both written and verbal, and an ability to build relationships. Accomplished team players who thrive in a rigorous and challenging environment are also preferred. Additionally, individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere are ideal. A bachelor's degree with excellence in academics and strong leadership experience is also required. Proficiency in Word and Excel is required, and proficiency in other software applications is a plus. We will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus. We are an equal opportunity employer and welcome applications from diverse candidates.

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