Private Wealth Associate

AB Global

Nashville, Tennessee, United States
Exceptional communication and relationship-building skills
Client service excellence
Quantitative and qualitative skills
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform

Job Summary

  • Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
  • Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP), designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success.
  • Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor.

Matching Summary

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.

Skills & Requirements

Must-have

  • Exceptional communication and relationship-building skills
  • Client service excellence
  • Quantitative and qualitative skills
  • Proficiency in Word and Excel

Nice-to-have

  • Drive and ambition
  • Collaborative culture
  • Client-focused and detail-oriented
  • Thrive in a rigorous environment

Key Requirements

  • Bachelor's degree with academic excellence
  • Strong leadership experience
  • Proficiency in Word and Excel
  • 1-2 years client service experience
  • Financial services industry experience a plus
  • Licensed (SIE, Series 7, Series 63) is a plus

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter