Ultra-High Net Worth PWM Associate

Who You’ll Work With

We are seeking entrepreneurial‑minded individuals to join our Ultra‑High Net Worth (UHNW) service team in our new Nashville headquarters. UHNW Private Wealth Associates will work in client‑facing roles supporting our most complex clients domestically and internationally. This role will require candidates to build upon their current skillset and provide unparalleled immersion into all aspects of the UHNW segment of the industry.

The team offers an exciting and challenging opportunity to be part of the build‑out of a core strategic initiative that will frequently expose you to senior leadership, UHNW Advisors, and clients from all backgrounds, such as athletes, entertainers, tech entrepreneurs, and CEOs. You will be integral in delivering an unparalleled service level to our clients while gaining exposure to all areas of the client advice experience, including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, insurance, and executive compensation.

Primary responsibilities include:

• Partner with Relationship Managers and Financial Advisors to provide the highest level of service and support for our UHNW client segment throughout the client lifecycle – from prospecting to onboarding to servicing.
• Be client‑facing as you work alongside other members of the UHNW Associate team to deliver exceptional service through frequent interactions directly with clients, their representatives, and professional partners, including analyses, account maintenance, and preparation ahead of meetings.
• Expose to and network with senior professionals throughout the firm to fuel career success and progression.

• Bachelor’s degree and at least two years of experience delivering an exceptional client service experience.
• Accomplished team player who seeks a rigorous and challenging environment for career development.
• Client‑centric approach with strong detail orientation and the ability to multi‑task under pressure in a fast‑paced atmosphere.
• Strong analytical and communication skills (written and verbal) and ability to build internal and external relationships.
• Proficiency in Word and Excel.
• 1–2 years related wealth management or family office experience.
• Preferred licenses: SIE, Series7, Series
  63; CFA, CFP, or CPWA designation. Bernstein will sponsor required series exams and support tuition reimbursement for relevant master’s degrees.
• Excellent verbal and written communication skills in English; additional proficiency in Spanish, Portuguese, or Mandarin is a plus.

AB is a leading global investment management firm offering high‑quality research and diversified investment services to institutional clients, retail investors, and private‑wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that our people give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you’re producing thought‑provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you.

• Health insurance coverage.
• Employee wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid holidays, sick leave, and vacation time off.
• Commission, year‑end incentive compensation, short‑ and long‑term incentives, and department‑specific awards (subject to eligibility).

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status, or any other basis that is prohibited by applicable law.

AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants, based solely on job‑related criteria.