Private Wealth Advisor: Elite Portfolio Strategy

Goldman Sachs; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking a Private Wealth Advisor‑oriented professional to support PWAs in client relationships and new business development. The role involves portfolio analyses, monitoring macro trends, and coordinating outreach to prospective clients.

Ideal candidates bring a Bachelor’s degree, 3+ years in financial services, and strong communication and relationship-building skills. SIE/Series 3/7/63 must be completed within 3 months; CFA/CFP encouraged and sponsored by the

Qualifications

• Bachelor's degree required.
• 3+ years of related financial services experience.
• Interest in pursuing a Private Wealth Advisor career.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong communication and relationship-building skills.
• SIE, Series 3, 7, and 63 must be obtained within three months of employment.
• CFA Charter and/or CFP encouraged and sponsored by firm.

Responsibilities

• Work closely with PWAs to support existing client relationships and drive new business.
• Conduct client portfolio analyses spanning strategic and tactical asset allocation and portfolio risk/return.
• Monitor macroeconomic trends and internal research publications for potential impact on client portfolios.
• Act as the growth engine for the PWM team across wallet share and new business.
• Develop a system for sustained outreach to prospective clients via presentations, materials, research publications, and events.
• Serve as the PWM team’s central point of contact for client relationship management in Salesforce.
• Participate in prospective client meetings and coordinate follow-up as needed.
• Manage internal new business strategy meetings, developing agendas and driving action items.

Skills

Excellent verbal and written comms

Strong interpersonal skills

Team-oriented

Entrepreneurial spirit

Project management

Education

Bachelor's degree

SIE, Series 3, 7, and 63 within 3 months

Tools

Salesforce

Job description

Goldman Sachs Wealth Management is seeking a Private Wealth Advisor‑oriented professional to support PWAs in client relationships and new business development. The role involves portfolio analyses, monitoring macro trends, and coordinating outreach to prospective clients.

Ideal candidates bring a Bachelor’s degree, 3+ years in financial services, and strong communication and relationship-building skills. SIE/Series 3/7/63 must be completed within 3 months; CFA/CFP encouraged and sponsored by the