Private Wealth Advisor: UHNW Planning & Bespoke Solutions

Goldman Sachs Group; Detroit (MI); On-site; USD 150,000 - 230,000; Full time

Job summary

Goldman Sachs Private Wealth Management seeks a Private Wealth Advisor to build a bespoke advisory business for ultra-high and high-net-worth clients. You will cultivate lasting client relationships, work with internal experts to tailor strategies, and deliver holistic wealth management with exceptional service.

The role emphasizes entrepreneurial drive, strong networking, and integrity, with collaboration across the Goldman Sachs platform to offer exclusive opportunities.

Qualifications

• Four plus years in private wealth management or related fields.
• Series 7, 63 and 3 licenses required (if unlicensed, obtain within 3 months).
• Strong network connectivity and existing client base a plus.
• Entrepreneurial spirit with team-oriented mindset.
• Excellent client focus and relationship management skills.
• Strong analytical and interpersonal abilities for client solutions.
• Creative problem-solving and innovative client strategies.
• Self-motivated, autonomous yet collaborative.
• Commitment to excellence and integrity.

Responsibilities

• Build a business within Goldman Sachs by leveraging background and networks.
• Develop and grow client relationships as a trusted wealth advisor.
• Collaborate with internal and external experts for bespoke client strategies.
• Deliver exceptional service while upholding high ethical standards.
• Cultivate a network of intermediaries to serve clients across services.
• Provide access to exclusive investments leveraging the Goldman Sachs platform.

Skills

Wealth management

Client relationships

Business development

Networking

Analytical skills

Entrepreneurial spirit

Team collaboration

Self-motivation

Integrity

Tools

FINRA licenses

Job description

Goldman Sachs Private Wealth Management seeks a Private Wealth Advisor to build a bespoke advisory business for ultra-high and high-net-worth clients. You will cultivate lasting client relationships, work with internal experts to tailor strategies, and deliver holistic wealth management with exceptional service.

The role emphasizes entrepreneurial drive, strong networking, and integrity, with collaboration across the Goldman Sachs platform to offer exclusive opportunities.