Private Wealth Advisor – Growth‑Oriented Associate/VP

Goldman Sachs

Los Angeles (CA)

On-site

USD 75,000 - 160,000

Full time

4 days ago
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Benefits offered by this job

Healthcare & wellness benefits
Vacation & leave policies
Education support

Job summary

Goldman Sachs in Los Angeles is seeking a position within Wealth Management to support Private Wealth Advisors (PWAs) and drive new business. You will help manage client portfolios and deliver strategic investment guidance across UHNW and HNW clients.

You will participate in prospect meetings, conduct portfolio analyses, and coordinate outreach and events. This role requires strong communication, relationship-building, and sales-oriented drive.

Qualifications

  • 3+ years related financial services experience.

Responsibilities

  • Work closely with PWAs to support existing client relationships and drive new business generation.
  • Conduct client-facing analyses for client portfolios, spanning asset allocation and portfolio risk/return.
  • Monitor macroeconomic trends and internal research publications and their 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 and events.
  • Act as PWM team’s central contact for client relationship management in Salesforce.
  • Participate in prospective client meetings and coordinate follow-up.

Skills

Financial services exp
Client relations
SIE/Series 3/7/63

Job description

Goldman Sachs in Los Angeles is seeking a position within Wealth Management to support Private Wealth Advisors (PWAs) and drive new business. You will help manage client portfolios and deliver strategic investment guidance across UHNW and HNW clients.

You will participate in prospect meetings, conduct portfolio analyses, and coordinate outreach and events. This role requires strong communication, relationship-building, and sales-oriented drive.

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