Private Wealth Advisor: Curate Bespoke UHNW Wealth

SRI Conference

Minneapolis (MN)

Presencial

USD 80.000 - 205.000

Jornada completa

Hace 7 días
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Descripción de la vacante

Goldman Sachs is seeking a Private Wealth Advisor in Minneapolis to develop client relationships and provide holistic wealth management advice backed by our global platform.

You will collaborate with internal experts to tailor strategies, maintain the highest ethical standards, and expand your network of intermediaries to offer exclusive opportunities. The role rewards entrepreneurial drive and strong client focus.

Formación

  • Four plus years of private wealth management, financial services, or related professional experience.
  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
  • Record of academic and professional achievement
  • Demonstrated connectivity within an established network
  • Entrepreneurial spirit with teamwork orientation
  • Exceptional client focus and relationship management
  • Analytical and interpersonal skills with strong network-building ability
  • Creative problem-solving and innovative client solutions
  • Self-motivated with autonomous yet collaborative approach
  • Commitment to excellence and integrity

Responsabilidades

  • Leverage your background to build a business within Goldman Sachs
  • Establish, nurture and grow client relationships by delivering holistic private wealth management advice
  • Partner with internal and external experts to develop bespoke client strategies
  • Provide exceptional client service with high ethical standards
  • Curate a network of intermediaries to serve clients across services
  • Provide access to exclusive investment opportunities via the Goldman Sachs platform

Conocimientos

Private wealth management
Financial services
Networking
Entrepreneurial spirit
Client focus
Relationship management
Problem solving
Autonomous work
Integrity
Series 7/63/3 licenses

Educación

Series 7/63/3 licenses

Descripción del empleo

Goldman Sachs is seeking a Private Wealth Advisor in Minneapolis to develop client relationships and provide holistic wealth management advice backed by our global platform.

You will collaborate with internal experts to tailor strategies, maintain the highest ethical standards, and expand your network of intermediaries to offer exclusive opportunities. The role rewards entrepreneurial drive and strong client focus.

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