Private Wealth Advisor VP — Elite Client Solutions

Goldman Sachs; Cincinnati (OH); On-site; USD 120,000 - 220,000; Full time

Job summary

Goldman Sachs Private Wealth Advisor, Vice President in the Wealth Management group seeks a seasoned professional to build and nurture client relationships, delivering holistic wealth management advice and coordinating with internal experts to tailor strategies for UHNW clients.

The role emphasizes entrepreneurial spirit, client focus, and the ability to operate autonomously within a collaborative team, with licenses required or to be obtained within a few months.

Qualifications

• Four plus years in private wealth management, financial services, or related fields.
• Series 7, 63 and 3 licenses (or to be obtained within three months).
• Entrepreneurial spirit and ability to work in a team-oriented environment.

Responsibilities

• Establish, nurture and grow client relationships with holistic wealth advice.
• Partner with internal experts to develop bespoke strategies for clients.
• Provide exceptional client service with high ethical standards.
• Curate a network of intermediaries to serve clients effectively.
• Offer exclusive access and investment opportunities leveraging GS platform.

Skills

Client relationship

Business development

Networking

Analytical skills

Self-motivated

Education

Licenses: Series 7, 63, 3

Job description

Goldman Sachs Private Wealth Advisor, Vice President in the Wealth Management group seeks a seasoned professional to build and nurture client relationships, delivering holistic wealth management advice and coordinating with internal experts to tailor strategies for UHNW clients.

The role emphasizes entrepreneurial spirit, client focus, and the ability to operate autonomously within a collaborative team, with licenses required or to be obtained within a few months.