# Ultra-High Net Worth PWM Associate

Hiring organization: [AllianceBernstein](https://career.thegoodapps.co/organizations/alliancebernstein)

Canonical page: https://career.thegoodapps.co/jobs/e60e1c55-5165-4c79-9e81-d6cf5808e564

Listed on AllianceBernstein's own careers site. Applications go to them directly.

- Employment type: full time
- Seniority: Junior
- Location: Nashville, TN

## Summary

A private wealth associate role supporting ultra-high-net-worth clients at an investment management firm. This suits candidates with financial services experience who want hands-on exposure to complex wealth management, estate planning, and senior advisory relationships while building credentials in the field.

_Our summary, not AllianceBernstein's wording._

## Skills named

Microsoft Excel, Microsoft Word

## Required

- Bachelor's degree
- Two years of client service experience in wealth management or family office
- Proficiency in Microsoft Word and Excel
- Ability to work directly with clients and external advisors
- Strong analytical and written/verbal communication skills

## Nice to have

- Series 7, Series 63, or SIE license (or willingness to obtain with company sponsorship)
- CFA, CFP, or CPWA designation (or enrollment in pursuit)
- Fluency in Spanish, Portuguese, or Mandarin in addition to English

Apply on AllianceBernstein's site: https://abglobal.wd1.myworkdayjobs.com/en-US/alliancebernsteincareers/job/Nashville-Tennessee/Ultra-High-Net-Worth-PWM-Associate_R0019338