Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice P[...]

The Goldman Sachs Group; Atlanta (GA); On-site; USD 150,000 - 190,000; Full time

Job summary

The Goldman Sachs Group is seeking a Private Wealth Advisor to build a sustainable client business and provide holistic private wealth management advice that helps clients grow and protect wealth.

You will nurture client relationships, partner with internal and external experts to tailor bespoke guidance, and offer unique access to exclusive investment opportunities through the Goldman Sachs platform and network. A strong client focus and integrity are essential.

Qualifications

• Proven record in private wealth management or financial services.
• 4+ years of relevant experience.
• Licenses or willingness to obtain within three months of starting.
• Strong connectivity within an established network.
• Client-focused with excellent relationship management.

Responsibilities

• Build a business within Goldman Sachs leveraging your background.
• Grow client relationships by delivering holistic private wealth management advice.
• Partner with internal and external experts to tailor bespoke guidance.
• Provide exceptional client service with a high standard of integrity.
• Curate a network of intermediaries to serve clients across services.
• Offer exclusive access and investment opportunities through the GS platform.

Skills

Relationship management

Networking

Entrepreneurial spirit

Analytical skills

Client-focused

Self-motivated

Tools

Series 7 license

Series 63 license

Series 3 license

Job description

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

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