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Job summary
A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing exceptional service, and leveraging investment opportunities from the firm. The expected base salary ranges from $85,000 to $240,000, with bonuses available for active employees.
Qualifications
6+ years of private wealth management, financial services, or related professional experience.
Entrepreneurial spirit with a desire to work in a team-oriented environment.
Creative approach to problem solving and developing innovative solutions.
Responsibilities
Leverage your unique background to build a business within Goldman Sachs.
Establish and nurture client relationships as a trusted advisor.
Provide exceptional client service while maintaining high ethical standards.
Skills
Client focus
Business development
Relationship management
Analytical skills
Interpersonal skills
Education
Record of academic and professional achievement
Tools
Series 7 license
Series 63 license
Series 3 license
Job description
A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing exceptional service, and leveraging investment opportunities from the firm. The expected base salary ranges from $85,000 to $240,000, with bonuses available for active employees.