Private Wealth Advisor – Elite Client Service & Growth

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

Benefits offered by this job

Discretionary bonus eligibility

Job summary

Goldman Sachs is seeking ambitious Wealth Management Professionals to join Private Wealth Management. You will partner with Private Wealth Advisors to deliver tailored financial planning, investment management, and banking solutions to ultra-high net worth clients.

The role requires 2-4 years in client service, a degree, and licenses (SIE, Series 7, 63). You will manage relationships, execute transactions, and help grow our PWM business across designated US locations.

Qualifications

• Bachelor’s Degree Required.
• 2-4 years of preferred experience in client service and/or the financial industry.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in client service.
• Self-motivated and able to work in an autonomous, yet collaborative environment.
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills.
• Commitment to excellence and a high level of integrity.
• Interest in Financial Services Industry.
• SIE, Series 7 and 63 required.

Responsibilities

• Leverage interpersonal skills to contribute to a growing business
• Act as key relationship manager for ultra-high net worth clients
• Work closely with Private Wealth Advisors and teammates to service our clients
• Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
• Introduce new and existing clients to the firm’s offerings including but not limited to client reporting, digital capabilities and banking services
• Identify opportunities for wealth advisory services for clients
• Understand client suitability and risk tolerance
• Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
• Work with our middle and back office colleagues to ensure an exceptional client experience
• Execute, process and reconcile trading and other investment related transactions
• Lead or participate in divisional efforts to improve efficiencies within PWM business
• Participate in local training and recruiting
• Serve as a coach/mentor for less tenured teammates

Skills

Client service

Relationship management

Communication

Attention to detail

Organization

Team collaboration

Financial services knowledge

SIE license

Series 7 license

Series 63 license

Education

Bachelor’s Degree

Job description

Goldman Sachs is seeking ambitious Wealth Management Professionals to join Private Wealth Management. You will partner with Private Wealth Advisors to deliver tailored financial planning, investment management, and banking solutions to ultra-high net worth clients.

The role requires 2-4 years in client service, a degree, and licenses (SIE, Series 7, 63). You will manage relationships, execute transactions, and help grow our PWM business across designated US locations.