Private Wealth Advisor, Associate/VP — Growth & Strategy

Candidate Experience Site - Lateral; Los Angeles (CA); Presencial; USD 75.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive benefits

Generous vacation policy

Employee wellness programs

Descripción de la vacante

Goldman Sachs Wealth Management is seeking a Private Wealth Advisor development professional in Los Angeles. You will work with Private Wealth Advisors to grow client relationships, perform portfolio analyses, and monitor market trends to inform investment strategies.

The role emphasizes collaboration across PWAs, strong communication, and an entrepreneurial mindset within a leading global financial services firm. A path towards PWA responsibilities is indicated with growth opportunities.

Formación

• 3+ years related financial services experience.
• Interest in pursuing a career as a Private Wealth Advisor.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in financial markets and good investment sense.
• Ability to multi-task and collaborate with partners across the firm.
• Entrepreneurial spirit with team orientation.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and networks.
• Creative problem solving approach.
• SIE, Series 3, 7 and 63 (must be obtained within three months).

Responsabilidades

• Work closely with PWAs to support existing client relationships and drive new business.
• Conduct client-facing analyses for client portfolios, including asset allocation and risk/return.
• Monitor macroeconomic trends and internal research publications for impact on portfolios.
• Act as growth engine for PWM team across wallet share and new business.
• Develop a sustained outreach system to prospective clients and events.
• Serve as PWM team’s central point of contact for client relationship management in Salesforce.
• Participate in prospective client meetings and coordinate follow-up actions.
• Lead internal new business strategy meetings and drive agendas.

Conocimientos

Financial services experience

Private wealth advisory interest

Fast-paced environment

Investment markets knowledge

Relationship building

Project management

Communication skills

Team collaboration

Entrepreneurial mindset

Problem solving

Descripción del empleo

Goldman Sachs Wealth Management is seeking a Private Wealth Advisor development professional in Los Angeles. You will work with Private Wealth Advisors to grow client relationships, perform portfolio analyses, and monitor market trends to inform investment strategies.

The role emphasizes collaboration across PWAs, strong communication, and an entrepreneurial mindset within a leading global financial services firm. A path towards PWA responsibilities is indicated with growth opportunities.