Asset & Wealth Management, Private Wealth Advisor, Associate, Miami

The Goldman Sachs Group; Miami (FL); On-site; USD 110,000 - 170,000; Full time

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to serve ultra high net worth and high net worth clients, delivering holistic wealth management advice and bespoke strategies, leveraging the firm’s resources and global reach.

You will build trusted client relationships, work with internal experts, and uphold the highest standards of integrity and client service while growing a scalable practice within Goldman Sachs.

Qualifications

• Record of academic and professional achievement.
• Four plus years of private wealth management, financial services, or related professional experience.
• Prior sales, fundraising, business development or investing experience preferred.
• Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm).
• Demonstrated strong connectivity within an established network.
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
• Exceptional client focus, business development, and relationship management skills.
• Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships.
• Creative approach to problem solving and developing innovative solutions for clients.
• Self-motivated and able to work in an autonomous, yet collaborative environment.
• Commitment to excellence and a high level of integrity.

Responsibilities

• Leverage your unique background and experiences to build a business within Goldman Sachs.
• Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential.
• Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients.
• Provide exceptional client service while maintaining the highest ethical standard in execution.
• Curate a network of intermediaries to help best serve clients across complimentary services.
• Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network.

Skills

Wealth management

Client relationships

Business development

Networking

Analytical skills

Ethical standards

Job description

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Private Wealth Advisor, you will:

• Leverage your unique background and experiences to build a business within Goldman Sachs
• Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
• Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
• Provide exceptional client service while maintaining the highest ethical standard in execution
• Curate a network of intermediaries to help best serve clients across complimentary services
• Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

Required qualifications, skills and experience:

• Record of academic and professional achievement
• Four plus years of private wealth management, financial services, or related professional experience
  • Prior sales, fundraising, business development or investing experience preferred
• Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
• Demonstrated strong connectivity within an established network
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
• Exceptional client focus, business development, and relationship management skills
• Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
• Creative approach to problem solving and developing innovative solutions for clients
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Commitment to excellence and a high level of integrity

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity