Private Wealth Advisor, Associate — Elite Client Advisory

The Goldman Sachs Group

Miami (FL)

On-site

USD 110,000 - 170,000

Full time

14 days+
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Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to serve ultra high net worth and high net worth clients, delivering holistic wealth management advice and bespoke strategies, leveraging the firm’s resources and global reach.

You will build trusted client relationships, work with internal experts, and uphold the highest standards of integrity and client service while growing a scalable practice within Goldman Sachs.

Qualifications

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

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

Wealth management
Client relationships
Business development
Networking
Analytical skills
Ethical standards

Job description

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to serve ultra high net worth and high net worth clients, delivering holistic wealth management advice and bespoke strategies, leveraging the firm’s resources and global reach.

You will build trusted client relationships, work with internal experts, and uphold the highest standards of integrity and client service while growing a scalable practice within Goldman Sachs.

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