Associate Private Wealth Advisor: Build Client Wealth

Goldman Sachs; Washington (District of Columbia); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Diversity and inclusion initiatives

Training and development opportunities

Wellness and personal finance offerings

Job summary

A leading global investment firm in Washington, DC is seeking a Private Wealth Advisor Associate to build client relationships and deliver tailored financial advice. The role requires over four years of experience in wealth management, strong interpersonal skills, and the ability to maintain high ethical standards. Candidates must also obtain necessary financial licenses within three months of employment.

Qualifications

• Four plus years of private wealth management or financial services experience.
• Prior experience in sales, fundraising, or business development preferred.
• Series 7, 63, and 3 licenses must be obtained within three months of hire.

Responsibilities

• Build and nurture client relationships as a trusted advisor.
• Develop tailored advice for clients with internal and external experts.
• Provide exceptional service while maintaining high ethical standards.

Skills

Client focus

Relationship management

Business development

Analytical skills

Interpersonal skills

Job description

A leading global investment firm in Washington, DC is seeking a Private Wealth Advisor Associate to build client relationships and deliver tailored financial advice. The role requires over four years of experience in wealth management, strong interpersonal skills, and the ability to maintain high ethical standards. Candidates must also obtain necessary financial licenses within three months of employment.