Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealt[...]

The Goldman Sachs Group; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

The Goldman Sachs Group is seeking a Private Wealth Advisor in Atlanta, Georgia. This role requires building and managing client relationships to provide tailored wealth management advice for ultra-high net worth individuals.

Candidates should have a minimum of 4 years of experience in wealth management or financial services, with strong analytical and interpersonal skills. A commitment to excellence and a high level of integrity are essential.

Qualifications

• 4+ years of experience in private wealth management or financial services.
• Proven ability to cultivate client relationships.
• Series 7, 63, and 3 licenses required.

Responsibilities

• Build and manage client relationships as a trusted advisor.
• Deliver tailored private wealth management advice.
• Provide exceptional client service while maintaining high ethical standards.

Skills

Client focus

Business development

Relationship management

Analytical skills

Interpersonal skills

Education

Bachelor's degree or equivalent

Tools

Series 7 license

Series 63 license

Series 3 license

Job description

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

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