Private Wealth Advisor: UHNW Strategy & Access

Goldman Sachs Group, Inc.; San Francisco (CA); On-site; USD 75,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonuses

Comprehensive benefits packages

Competitive vacation policy

Job summary

A leading global investment firm is seeking a Private Wealth Advisor in San Francisco, California. The role involves building client relationships and providing tailored financial advice to ultra high net worth individuals. You will need at least four years of relevant experience and strong analytical skills. The position offers a competitive salary ranging from $75,000 to $270,000 based on experience, along with the possibility of bonuses. Join a firm committed to diversity, integrity, and professional development.

Qualifications

• Four plus years of private wealth management or financial services experience.
• Exceptional analytical and interpersonal skills.
• Self-motivated and able to work collaboratively.

Responsibilities

• Build and grow client relationships as a trusted advisor.
• Provide tailored advice leveraging internal resources.
• Deliver exceptional client service maintaining high ethical standards.

Skills

Client focus

Business development

Relationship management

Analytical skills

Problem solving

Education

Bachelor's degree

Job description

A leading global investment firm is seeking a Private Wealth Advisor in San Francisco, California. The role involves building client relationships and providing tailored financial advice to ultra high net worth individuals. You will need at least four years of relevant experience and strong analytical skills. The position offers a competitive salary ranging from $75,000 to $270,000 based on experience, along with the possibility of bonuses. Join a firm committed to diversity, integrity, and professional development.