Private Wealth Advisor — UHNW Investment & Advisory

Goldman Sachs; New York (NY); On-site; USD 80,000 - 160,000; Full time

Job summary

Goldman Sachs is seeking a Private Wealth Advisor in New York to partner with Private Wealth Management and the Goldman Partner Office Invest team to deliver holistic wealth management solutions. You will act as a trusted advisor to ultra-high net worth clients, leveraging deep investment knowledge and a client-centric mindset.

The role focuses on asset allocation, comprehensive wealth planning, and strong relationship management, with opportunities to grow a client base and collaborate across

Qualifications

• Bachelor's degree required.
• SIE, Series 7 and 63 required (must be obtained within three months of employment).
• Strong client focus with relationship management skills.
• Excellent interpersonal and communication skills (oral & written).
• Demonstrated interest in financial, economic and global capital markets.

Responsibilities

• Build a business within Goldman Sachs by leveraging your background.
• Develop relationships with partners, senior executives and stakeholders.
• Deliver holistic wealth advisory recommendations and asset allocation strategies.
• Source and develop new business opportunities while supporting existing clients.
• Collaborate with the team to provide coordinated financial planning and advice.

Skills

Self-motivated

Grit and determination

Financial markets interest

Relationship building

Analytical & communication

Sales/business development

Education

Bachelor's degree

SIE

Series 7

Series 63

Job description

Goldman Sachs is seeking a Private Wealth Advisor in New York to partner with Private Wealth Management and the Goldman Partner Office Invest team to deliver holistic wealth management solutions. You will act as a trusted advisor to ultra-high net worth clients, leveraging deep investment knowledge and a client-centric mindset.

The role focuses on asset allocation, comprehensive wealth planning, and strong relationship management, with opportunities to grow a client base and collaborate across