Elite Private Wealth Advisor for UHNW Clients

Candidate Experience Site - Lateral; Nashville (TN); On-site; USD 120,000 - 260,000; Full time

Job summary

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. PWAs deliver a bespoke suite of advisory and investment solutions, leveraging the firm’s global reach, product offerings and network to help clients grow and protect wealth.

As a Private Wealth Advisor, you will cultivate trusted client relationships, develop tailored strategies, collaborate with experts,

Qualifications

• Record of academic and professional achievement.
• 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

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

Skills

Sales experience

Networking

Client focus

Analytical skills

Interpersonal skills

Entrepreneurial spirit

Autonomous work style

Education

Series 7, 63, 3 licenses

Job description

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. PWAs deliver a bespoke suite of advisory and investment solutions, leveraging the firm’s global reach, product offerings and network to help clients grow and protect wealth.

As a Private Wealth Advisor, you will cultivate trusted client relationships, develop tailored strategies, collaborate with experts,