Asset & Wealth Management, Private Wealth Advisor, Associate/Vice President, Boston

The Goldman Sachs Group; Boston (MA); On-site; USD 80,000 - 160,000; Full time

Job summary

An established industry player seeks a Private Wealth Advisor to provide tailored wealth management solutions for ultra-high net worth clients. This role emphasizes building strong client relationships and delivering exceptional service while leveraging a robust investment platform. Ideal candidates will have a strong background in private wealth management, excellent analytical skills, and a commitment to ethical standards. Join a forward-thinking team that values innovation and client focus, and help clients achieve their financial goals through personalized strategies and exclusive investment opportunities.

Qualifications

• 4+ years of experience in private wealth management or financial services.
• Strong academic and professional achievement record.

Responsibilities

• Build and grow client relationships as a trusted advisor.
• Collaborate with experts to develop tailored advice for clients.

Skills

Private Wealth Management

Client Relationship Management

Business Development

Analytical Skills

Problem-Solving Skills

Education

Bachelor's Degree

Professional Licenses (Series 7, 63, 3)

Job description

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President

Wealth Management

Goldman Sachs Wealth Management helps clients worldwide reach their financial goals through financial planning, investment management, banking, and comprehensive advice. Our services cater to ultra-high net worth and high net worth individuals, family offices, foundations, endowments, and corporations. We focus on our people, clients, and innovative technology, data, and design to drive growth.

Private Wealth Management (PWM)

Goldman Sachs PWM specializes in creating tailored wealth management plans for ultra-high net worth individuals, families, and select institutions. Our Private Wealth Advisors (PWAs) work closely with clients to deliver customized strategies using our extensive investment platform, which includes services like tax and estate planning, philanthropic planning, and private banking and lending. As client needs evolve, we leverage Goldman Sachs resources to offer additional services and opportunities.

As a Private Wealth Advisor, you will:

• Build a business within Goldman Sachs by leveraging your background and experiences.
• Establish and grow client relationships as a trusted advisor, providing holistic private wealth management advice.
• Collaborate with internal and external experts to develop tailored advice for clients.
• Deliver exceptional client service while adhering to the highest ethical standards.
• Develop a network of intermediaries to serve clients across various services.
• Provide clients with exclusive investment opportunities through Goldman Sachs' platform and network.

Required qualifications, skills, and experience:

• Strong academic and professional achievement record.
• At least four years of experience in private wealth management, financial services, or related fields.
• Preferred experience in sales, fundraising, business development, or investing.
• Series 7, 63, and 3 licenses (to be obtained within three months if unlicensed at hire).
• Strong network connectivity within the industry.
• Entrepreneurial spirit and team-oriented mindset.
• Exceptional client focus, business development, and relationship management skills.
• Excellent analytical and interpersonal skills for building relationships.
• Creative problem-solving skills for developing innovative client solutions.
• Self-motivated with the ability to work independently and collaboratively.
• High integrity and commitment to excellence.