Private Wealth Advisor — UHNW Wealth Strategy & Bespoke Planning

Goldman Sachs; Arizona; On-site; USD 90,000 - 120,000; Full time

Job summary

Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus, and must obtain necessary licenses within three months of hire.

This position offers a dynamic work environment that emphasizes collaboration, innovation, and exceptional service to clients.

Qualifications

• Four plus years of private wealth management or related experience.
• Prior sales, fundraising, business development or investing experience preferred.
• Demonstrated strong connectivity within an established network.

Responsibilities

• Leverage your unique background and experiences to build a business within Goldman Sachs.
• Grow client relationships by delivering holistic private wealth management advice.
• Partner with experts to develop bespoke, tailored advice for clients.

Skills

Relationship management

Client focus

Entrepreneurial spirit

Analytical skills

Interpersonal skills

Tools

Series 7 license

Series 63 license

Series 3 license

Job description

Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus, and must obtain necessary licenses within three months of hire.

This position offers a dynamic work environment that emphasizes collaboration, innovation, and exceptional service to clients.