Elite Private Wealth Advisor: Bespoke Plans & Networks

The Goldman Sachs Group; Philadelphia (Philadelphia County); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build and expand client relationships, delivering holistic wealth management advice and tailored strategies. You will partner with internal experts to offer bespoke solutions and provide exceptional service with integrity.

Ideal candidates have 4+ years in private wealth management or related financial services, a strong network, and a client‑focused, entrepreneurial mindset.

Qualifikationen

• Record of academic and professional achievement.
• Four+ 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.

Aufgaben

• Leverage your background to build a business within Goldman Sachs.
• Establish, nurture and grow client relationships by acting as a trusted advisor delivering holistic wealth management advice.
• 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 complementary services.
• Provide unique access and exclusive investment opportunities to clients by leveraging the Goldman Sachs platform.

Kenntnisse

Private wealth management experience

Sales / fundraising background

Networking ability

Entrepreneurial spirit

Client relationship mgmt

Analytical skills

Problem solving

Self-motivated

Integrity

Ausbildung

Licensing: Series 7, 63, 3

Jobbeschreibung

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build and expand client relationships, delivering holistic wealth management advice and tailored strategies. You will partner with internal experts to offer bespoke solutions and provide exceptional service with integrity.

Ideal candidates have 4+ years in private wealth management or related financial services, a strong network, and a client‑focused, entrepreneurial mindset.