Top 400 Investment Jobs in Nashville, Tn

Ultra-High Net Worth PWM Associate
AllianceBernstein —Nashville, TN
- Full-time
- Spanish
- English
- Mid-level
- Wellness program
- Paid holidays
Alternative Investment Analyst - Franklin, TN
In-N-Out —Franklin, TN
- Full-time
- CPA
- Customer service
- Research
- Profit sharing
- Relocation assistance
Investment Banking Analyst - Healthcare
MUFG —Nashville, TN
- $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Pricing Analyst
Pillsbury Winthrop Shaw Pittman LLP —Nashville, TN
- $75,000 - $85,000 a year
- Full-time
- Basic math
- Finance
- Databases
Private Wealth Risk Officer
AllianceBernstein —Nashville, TN
- $110,000 - $130,000 a year
- Full-time
- Office
- Bachelor's degree
- Senior level
- Wellness program
- Paid holidays
Credit Risk Review Examiner
Regions —Nashville, TN
- $116,304.65 - $165,820.00 a year
- Full-time
- Microsoft Outlook
- Writing skills
- 11+ years
- Health savings account
- Health insurance
Analyst, Income Tracking
Sony Music Publishing (US) LLC —Nashville, TN
- Extended hours
- Mid-level
- Office
- US work authorization
- Disability insurance
- Health insurance
Senior Trust Advisor
NFP Corp —Franklin, TN
- $114,800 - $155,300 a year
- Full-time
- Business development
- Bachelor's degree
- Organizational skills
- Paid holidays
- Health insurance
7d
Financial Analyst
Discovery Land Company —Nashville, TN
- Weekends as needed
- Residential
- Finance
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
11d
Financial Consultant
WealthBridge Financial Group —Nashville, TN
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Family Office Coordinator (Financial Operations)
In-N-Out —Franklin, TN
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Profit sharing
- Health insurance
14d
Commercial Associate - Global Commercial Banking - Transformative Healthcare (Nashville)
Bank of America —Nashville, TN
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
7d
PWM Private Wealth Advisor
U.S. Bank National Association —Nashville, TN
- $143,905 - $186,230 a year
- Full-time
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
Private Banker II
Old National Bank —Nashville, TN
- $62,300 - $153,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Financial Advisor - Nashville
Thrivent —Nashville, TN
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Asset Manager
Elmington Affordable —Nashville, TN
- Full-time
- Background check
- Ability to walk for extended periods
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Investments - Senior Analyst / Associate
HRT of TN LLC —Nashville, TN
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Residential Sales Consultant
J19 Investments —Goodlettsville, TN
- $40,000 - $150,000 a year
- Weekends as needed
- Marketing
- High school diploma or GED
- Driver's License
Quick Apply
9d
Actuarial Analyst
Wayspring —Nashville, TN
- $120,000 - $145,000 a year
- Full-time
- Mid-level
- SQL
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
12h
Consumer Credit Underwriter
Lawrence Bank —Nashville, TN
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
8d

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investment jobs near nashville, tn

Ultra-High Net Worth PWM Associate

AllianceBernstein -
Nashville, TN

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Job Details

Full-time

Benefits

Wellness program
Paid holidays
Disability insurance
Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Employee relationship building
Productivity software

Full Job Description

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

What You’ll Do:

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 they work alongside other members of the UHNW Associate team to deliver exceptional service through frequent interactions directly with clients, as well as their representatives and professional partners, including analyses, account maintenance and preparation ahead of meetings
Exposure to and networking with senior professionals throughout the firm to fuel career success and progression

What We’re Looking For:

The ideal candidate has a bachelor’s degree and two years of experience delivering an exceptional client service experience. We welcome all majors and degrees from all institutions.

We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should take a client-centric approach with strong detail-orientation and an ability to multi-task under pressure in a fast-paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel required.

1-2 years related wealth management or family office experience. Bernstein will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are preferred.

CFA, CFP or CPWA designation. Bernstein will sponsor for these programs and support tuition reimbursement for those pursuing relevant master’s degrees.

Excellent verbal and written communication skills in English and if possible, either Spanish, Portuguese or Mandarin.

Who We Are:

About AB

We are 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 it's our people who 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. If you're ready to challenge your limits and empower your career, join us!

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off

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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria

Nashville, Tennessee

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Refine Your Search

investment jobs in nashville, tn

Ultra-High Net Worth PWM Associate

Alternative Investment Analyst - Franklin, TN

Investment Banking Analyst - Healthcare

Pricing Analyst

Private Wealth Risk Officer

Credit Risk Review Examiner

Analyst, Income Tracking

Senior Trust Advisor

Financial Analyst

Financial Consultant

Family Office Coordinator (Financial Operations)

Commercial Associate - Global Commercial Banking - Transformative Healthcare (Nashville)

PWM Private Wealth Advisor

Private Banker II

Financial Advisor - Nashville

Asset Manager

Investments - Senior Analyst / Associate

Residential Sales Consultant

Actuarial Analyst

Consumer Credit Underwriter

I want to receive the latest job alert for investment in nashville, tn

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