Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ

Goldman Sachs; Arizona; On-site; USD 90,000 - 120,000; Full time

Job summary

Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus, and must obtain necessary licenses within three months of hire.

This position offers a dynamic work environment that emphasizes collaboration, innovation, and exceptional service to clients.

Qualifications

• Four plus years of private wealth management or related experience.
• Prior sales, fundraising, business development or investing experience preferred.
• Demonstrated strong connectivity within an established network.

Responsibilities

• Leverage your unique background and experiences to build a business within Goldman Sachs.
• Grow client relationships by delivering holistic private wealth management advice.
• Partner with experts to develop bespoke, tailored advice for clients.

Skills

Relationship management

Client focus

Entrepreneurial spirit

Analytical skills

Interpersonal skills

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.

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

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

Equal Employment Opportunity

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