Private Wealth Advisor Associate: Growth & Portfolios

SRI Conference; Los Angeles (CA); Sur place; USD 96 000 - 160 000; Plein temps

Résumé du poste

Goldman Sachs Wealth Management in Los Angeles seeks a dynamic professional to support Private Wealth Advisors, drive new business, and analyze client portfolios.

The role emphasizes collaboration across PWAs, portfolio analysis, and macroeconomic trend monitoring to inform strategic decisions. It offers a path toward becoming a Private Wealth Advisor with strong client development opportunities.

Qualifications

• Bachelor's degree in finance or related field.
• 3+ years financial services experience.
• SIE/Series licenses to be obtained within 3 months of employment.
• CFA Charter and/or CFP sponsorship encouraged by firm policy.

Responsabilités

• Work closely with Private Wealth Advisors to support client relationships and drive new business.
• Conduct client portfolio analyses including asset allocation and risk/return considerations.
• Monitor macroeconomic trends and research publications for impact on client portfolios.
• Act as PWM team's growth engine for wallet share and new business.
• Develop outreach materials for prospective clients and coordinate client events.
• Manage client relationship activities in Salesforce and coordinate follow-up meetings.
• Assist in internal strategy meetings with agendas and action items.

Connaissances

Bachelor's degree

3+ years financial services

SIE

Series 3

Series 7

Series 63

Salesforce

Strong communication

Formation

Finance or related field

Outils

Salesforce

Description du poste

Goldman Sachs Wealth Management in Los Angeles seeks a dynamic professional to support Private Wealth Advisors, drive new business, and analyze client portfolios.

The role emphasizes collaboration across PWAs, portfolio analysis, and macroeconomic trend monitoring to inform strategic decisions. It offers a path toward becoming a Private Wealth Advisor with strong client development opportunities.