Private Wealth Advisor: UHNW Strategy & Exclusive Access

Goldman Sachs; New York (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor in New York to serve ultra high net worth individuals and families, including select institutions. You will build a scalable advisory business within Goldman Sachs, delivering holistic wealth management strategies through our investment platform and broad product suite.

You will cultivate client relationships as a trusted advisor, collaborate with internal experts to tailor bespoke solutions, and provide exceptional

Qualifications

• 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 with the ability to work in a team-oriented environment.

Responsibilities

• Establish, nurture and grow client relationships as a trusted advisor.
• Partner with internal and external experts to develop bespoke, tailored advice for clients.
• Provide holistic private wealth management advice and access to exclusive opportunities.
• Deliver exceptional client service with the highest ethical standards.

Skills

Networking

Relationship management

Sales

Analytical thinking

Entrepreneurial mindset

Tools

Series 7

Series 63

Series 3

Job description

Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor in New York to serve ultra high net worth individuals and families, including select institutions. You will build a scalable advisory business within Goldman Sachs, delivering holistic wealth management strategies through our investment platform and broad product suite.

You will cultivate client relationships as a trusted advisor, collaborate with internal experts to tailor bespoke solutions, and provide exceptional