Asset & Wealth Management, Private Wealth Advisor, Detroit Detroit · · Associate

Goldman Sachs; Detroit (MI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare benefits

Job summary

Goldman Sachs is seeking a Private Wealth Advisor in Detroit to establish, nurture, and grow client relationships by delivering holistic private wealth management advice. You will partner with internal and external experts to create bespoke strategies, providing exceptional client service and leveraging the firm’s platform.

The role emphasizes building a trusted advisory relationship, deepening a network, and offering exclusive investment opportunities to clients with a strong entrepreneurial

Qualifications

• Record of academic and professional achievement.
• Four plus years of private wealth management, financial services, or related professional experience.
• Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)

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

Academic achievement

Professional achievement

Networking ability

Client focus

Business development

Relationship management

Analytical skills

Interpersonal skills

Problem solving

Autonomous work style

Job description

Asset & Wealth Management, Private Wealth Advisor, Detroit location_on Detroit, MI, United States

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

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

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

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.