Private Wealth Advisor: Build UHNW Portfolios

Goldman Sachs Bank AG; New York (NY); On-site; USD 80,000 - 160,000; Full time

Job summary

Goldman Sachs is seeking a Private Wealth Advisor Associate in New York to serve ultra-high net worth clients, delivering tailored wealth strategies and holistic planning. You will work with senior professionals, build a strong network, and grow the private wealth business through proactive client service and relationship management.

The role emphasizes investment acumen, team collaboration, and a commitment to excellence in a fast-paced, client-focused environment.

Qualifications

• Bachelor's degree required.
• Record of academic and professional achievement.
• Strong EQ and interpersonal skills.
• Demonstrated interest in financial markets and global capital markets.
• SIE, Series 7 and 63 required (must be obtained within three months of employment).

Responsibilities

• Build trusted relationships with Goldman Sachs partners, senior executives and stakeholders.
• Develop targeted investment and wealth advisory strategies for ultra-high net worth clients.
• Source and cultivate new business opportunities while supporting existing client relationships.
• Collaborate with the Private Wealth Management team to deliver holistic wealth advice and planning.
• Participate in development programs to gain comprehensive knowledge and specialized expertise.

Skills

Bachelor's degree

Team player

Interpersonal skills

Problem solving

Self-motivated

Financial markets interest

Client focus

Analytical skills

Communication skills

Integrity

Sales/BD experience a plus

SIE, Series 7 & 63 (within 3 months)

Education

Bachelor's degree

Job description

Goldman Sachs is seeking a Private Wealth Advisor Associate in New York to serve ultra-high net worth clients, delivering tailored wealth strategies and holistic planning. You will work with senior professionals, build a strong network, and grow the private wealth business through proactive client service and relationship management.

The role emphasizes investment acumen, team collaboration, and a commitment to excellence in a fast-paced, client-focused environment.