Elite Private Wealth Advisor for UHNW Clients

Candidate Experience Site - Lateral; Houston (TX); On-site; USD 120,000 - 250,000; Full time

Job summary

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to deliver holistic wealth guidance to ultra high net worth clients. You will work one-on-one with clients, craft bespoke strategies, and collaborate with experts to expand services across tax, estate planning and private banking.

Ideal candidates bring a deep network in private wealth, a track record in client development, and a proactive, ethical mindset to manage complex portfolios within a leading global platform.

Qualifications

• Record of academic and professional achievement.
• Four plus years of private wealth management, financial services, or related professional experience; fundraising or business development experience preferred.
• Series 7, 63 and 3 licenses (to be obtained within three months if unlicensed).
• Demonstrated strong connectivity within an established network.
• Entrepreneurial spirit with a team-oriented mindset.
• Exceptional client focus, business development and relationship management skills.
• Excellent analytical and interpersonal skills for building client networks.
• Creative problem solving and independent yet collaborative work approach.
• Commitment to excellence and integrity.

Responsibilities

• Leverage your background to build a business within Goldman Sachs.
• Establish, nurture and grow client relationships as a trusted wealth advisor.
• Partner with internal and external experts to develop bespoke advice.
• Provide exceptional client service with high ethical standards.
• Curate a network of intermediaries to serve clients across services.
• Provide access to exclusive investment opportunities via the Goldman Sachs platform.

Skills

Private wealth management

Client relationship building

Business development

Analytical skills

Networking

Independent yet collaborative

Job description

Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to deliver holistic wealth guidance to ultra high net worth clients. You will work one-on-one with clients, craft bespoke strategies, and collaborate with experts to expand services across tax, estate planning and private banking.

Ideal candidates bring a deep network in private wealth, a track record in client development, and a proactive, ethical mindset to manage complex portfolios within a leading global platform.