Associate – National Team
| Company | AllianceBernstein |
|---|---|
| Location | Nashville, TN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree with excellence in academics and at least 1+ years of experience in finance
- SIE, Series 7, and Series 63 licenses
- Proficiency in Word and Excel
- Strong interpersonal and leadership skills
- Ability to work well independently under pressure and as part of a team
- Proven track record of performance in current role
- Flexibility to travel periodically to our U.S.-based Private Wealth offices (up to 1 week every 2-3 months)
Responsibilities
- Provide all aspects of client servicing for high-net-worth clients and prospects in any of our 19 offices, including portfolio analytics, asset allocation modeling, new client onboarding, and account transactions
- Identify opportunities to improve efficiency on local teams and proactively address current needs
- Build trust & creditability with colleagues and teams across our business to uphold client service excellence
- Serve as a Center of Influence for Associate teams, particularly new Associates coming out of training
- Prepare and present consultative observations from engagements to senior management
Preferred Qualifications
-
No preferred qualifications provided.