Private Wealth Advisor for UHNW Clients

Goldman Sachs; San Francisco (CA); On-site; USD 60,000 - 125,000; Full time

Job summary

Goldman Sachs in San Francisco seeks a Wealth Management Professional to deliver world-class financial solutions, manage ultra-high net worth client relationships, and coordinate with Private Wealth Advisors. The role emphasizes onboarding, risk assessment, and seamless service delivery.

You will collaborate across the PWM platform to implement portfolios, ensure compliance, and provide tailored advisory services while maintaining the highest standards of integrity and client focus.

Qualifications

• Bachelor's degree required.
• 1-3 years of preferred experience in client service and/or 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 (must be obtained within three months of employment).

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 understanding of documents, estate planning and tax concepts.
• Introduce clients to firm offerings including client reporting and digital capabilities.
• Identify opportunities for wealth advisory services.
• Understand client suitability and risk tolerance; help identify and prevent fraudulent activities.
• Collaborate with middle and back office to ensure an exceptional client experience.
• Execute, process and reconcile trading and other investment related transactions.

Skills

Communication skills

Interpersonal skills

Organizational skills

Education

Bachelor's Degree

SIE

Series 7

Series 63

Job description

Goldman Sachs in San Francisco seeks a Wealth Management Professional to deliver world-class financial solutions, manage ultra-high net worth client relationships, and coordinate with Private Wealth Advisors. The role emphasizes onboarding, risk assessment, and seamless service delivery.

You will collaborate across the PWM platform to implement portfolios, ensure compliance, and provide tailored advisory services while maintaining the highest standards of integrity and client focus.