Elite Private Wealth Advisor — UHNW Client Growth

Goldman Sachs; Chicago (IL); On-site; USD 85,000 - 240,000; Full time

Job summary

Goldman Sachs PWM seeks a Private Wealth Advisor to build and grow client relationships, delivering holistic wealth management advice and strategies tailored to ultra high net worth clients.

The role involves partnering with experts to deliver bespoke solutions, providing exceptional client service with integrity and expanding a network across Goldman Sachs’ platform. For Chicago, base salary ranges apply with potential discretionary bonus.

Qualifications

• 6+ years in private wealth management or related field.
• Series 7, 63 and 3 licenses (or to be obtained within three months of starting).
• Strong network and client-focused mindset.
• Entrepreneurial spirit with team orientation.
• Excellent analytical and interpersonal skills.

Responsibilities

• Build and grow client relationships as a trusted advisor.
• Deliver holistic private wealth management advice based on client needs.
• Partner with internal and external experts to develop tailored advice for clients.
• Provide exceptional client service while maintaining high ethical standards.
• Cultivate a network of intermediaries to serve clients across services.
• Provide unique access and exclusive investment opportunities leveraging the Goldman Sachs platform.

Skills

Private wealth management

Business development

Relationship management

Sales experience

Tools

Series 7, 63 and 3 licenses

Job description

Goldman Sachs PWM seeks a Private Wealth Advisor to build and grow client relationships, delivering holistic wealth management advice and strategies tailored to ultra high net worth clients.

The role involves partnering with experts to deliver bespoke solutions, providing exceptional client service with integrity and expanding a network across Goldman Sachs’ platform. For Chicago, base salary ranges apply with potential discretionary bonus.