Private Wealth Advisor — Client Services & Strategy

The Goldman Sachs Group; Atlanta (GA); On-site; USD 75,000 - 160,000; Full time

Job summary

Goldman Sachs Private Wealth Management is seeking Wealth Management Professionals in Atlanta to deliver exceptional client service and assist ultra-high-net-worth clients. You will work with Private Wealth Advisors and teammates to service clients, oversee onboarding, risk, and trade execution, and identify opportunities for wealth advisory services.

Required qualifications include a Bachelor's degree, 2–4 years in client service or financial services, and licenses (SIE, Series 7 and 63).

Qualifications

• Bachelor’s Degree is required.
• 2–4 years of client service or financial industry experience.
• Strong communication and organizational skills.

Responsibilities

• Onboard new client relationships and ensure alignment with investment objectives.
• Serve as primary contact for clients and coordinate with PWAs and teammates.
• Oversee trade executions, risk monitoring, and client reporting.
• Identify opportunities to expand wealth-advisory services.

Skills

Client service

Communication

Team collaboration

Attention to detail

SIE

Series 7/63

Education

Bachelor's Degree

Job description

Goldman Sachs Private Wealth Management is seeking Wealth Management Professionals in Atlanta to deliver exceptional client service and assist ultra-high-net-worth clients. You will work with Private Wealth Advisors and teammates to service clients, oversee onboarding, risk, and trade execution, and identify opportunities for wealth advisory services.

Required qualifications include a Bachelor's degree, 2–4 years in client service or financial services, and licenses (SIE, Series 7 and 63).