Private Wealth Advisor — Tailored UHNW Planning & Access

Goldman Sachs; Salt Lake City (UT); On-site; USD 90,000 - 180,000; Full time

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to deliver holistic wealth management advice to ultra high net worth clients and select institutions. You will leverage the firm's resources to grow a client base and provide tailored strategies across investments, tax, estate planning, and private banking.

You will collaborate with internal experts, maintain the highest ethical standards, and build a trusted network of intermediaries to offer exclusive opportunities

Qualifications

• Record of academic and professional achievement.
• 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)
• Demonstrated strong connectivity within an established network
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
• Exceptional client focus, business development, and relationship management skills
• Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
• Creative approach to problem solving and developing innovative solutions for clients
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Commitment to excellence and a high level of integrity

Responsibilities

• Build a business within Goldman Sachs by leveraging your background.
• Establish, nurture and grow client relationships as trusted advisor who delivers holistic private wealth management advice.
• Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients.
• Provide exceptional client service while maintaining the highest ethical standard in execution.
• Curate a network of intermediaries to help best serve clients across complimentary services.
• Provide unique access and exclusive investment opportunities to clients by leveraging the Goldman Sachs platform and network.

Skills

Client relationship management

Business development

Networking

Analytical skills

Entrepreneurial spirit

Team collaboration

Job description

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to deliver holistic wealth management advice to ultra high net worth clients and select institutions. You will leverage the firm's resources to grow a client base and provide tailored strategies across investments, tax, estate planning, and private banking.

You will collaborate with internal experts, maintain the highest ethical standards, and build a trusted network of intermediaries to offer exclusive opportunities