Private Wealth Advisor: Build UHNW Client Relationships

Goldman Sachs; Boston (MA); On-site; USD 100,000 - 130,000; Full time

Job summary

Goldman Sachs is seeking a Private Wealth Advisor to join its Private Wealth Management (PWM) team in Boston. In this role, you will leverage your background to build client relationships and provide holistic wealth management advice, ensuring clients maximize their wealth potential.

The ideal candidate will have a minimum of four years in financial services and a commitment to ethical standards. This position offers the opportunity to work with a diverse range of clients and develop tailored investment strategies.

Qualifications

• Four plus years of private wealth management or financial services experience.
• Record of academic and professional achievement.
• Series 7, 63 and 3 licenses (to be obtained within three months if unlicensed at hire).

Responsibilities

• Build a business within Goldman Sachs.
• Nurture and grow client relationships as a trusted advisor.
• Develop bespoke advice for clients with subject matter experts.
• Provide exceptional client service with high ethical standards.

Skills

Client relationship management

Business development

Analytical skills

Interpersonal skills

Creative problem solving

Job description

Goldman Sachs is seeking a Private Wealth Advisor to join its Private Wealth Management (PWM) team in Boston. In this role, you will leverage your background to build client relationships and provide holistic wealth management advice, ensuring clients maximize their wealth potential.

The ideal candidate will have a minimum of four years in financial services and a commitment to ethical standards. This position offers the opportunity to work with a diverse range of clients and develop tailored investment strategies.