Private Wealth Advisor: Bespoke Wealth & Relationships

Socket.dev; Nashville (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to build and grow client relationships with ultra-high net worth individuals and families, delivering holistic wealth advice across planning, investments, banking and bespoke services.

You will collaborate with internal experts, leverage Goldman Sachs platforms, and maintain the highest standards of integrity and client service in a collaborative, team-driven environment.

Qualifications

• Four plus years of private wealth management or related financial services experience.
• Series 7, 63 and 3 licenses (or to be obtained within three months of starting).
• 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.

Responsibilities

• Build and nurture client relationships as a trusted advisor delivering holistic private wealth management advice.
• Partner with internal and external subject matter experts to develop bespoke strategies for clients.
• Provide exceptional client service while maintaining the highest ethical standards in execution.
• Curate a network of intermediaries to best serve clients across complimentary services.
• Provide access and exclusive investment opportunities by leveraging the Goldman Sachs platform and network.
• Collaborate with teams to deliver comprehensive wealth management plans across planning, investments, banking, and philanthropy.

Skills

Academic achievement

Private wealth management experience

Networking/relationship building

Entrepreneurial spirit

Analytical & interpersonal skills

Job description

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to build and grow client relationships with ultra-high net worth individuals and families, delivering holistic wealth advice across planning, investments, banking and bespoke services.

You will collaborate with internal experts, leverage Goldman Sachs platforms, and maintain the highest standards of integrity and client service in a collaborative, team-driven environment.