Private Wealth Advisor VP - Elite UHNW Planning & Access

SRI Conference; Tampa (FL); On-site; USD 150,000 - 250,000; Full time

Job summary

Goldman Sachs seeks a Private Wealth Advisor (Vice President) to lead client relationships and deliver holistic wealth management solutions. You will build bespoke advisory strategies, align with internal experts, and provide exceptional service to ultra-high-net-worth clients and families.

You will leverage a deep professional network and an entrepreneurial mindset to grow a client book within Goldman Sachs’ PWM framework, collaborating across teams and platforms.

Qualifications

• Four+ years in private wealth management or related financial services.
• Series 7, 63 and 3 licenses (must be obtained within three months if not held).
• Strong network within an established client base.
• Entrepreneurial spirit, team-oriented, and client-focused.
• Excellent analytical, interpersonal, and problem-solving skills.
• Commitment to high integrity and ethical standards.
• Ability to craft bespoke wealth strategies for clients.

Responsibilities

• Establish, nurture and grow client relationships as a trusted advisor.
• Deliver holistic private wealth management advice and strategies.
• Partner with internal and external experts to tailor client recommendations.
• Provide exceptional client service while upholding the highest ethical standards.
• Build a network of intermediaries to serve clients across services.
• Leverage the Goldman Sachs platform to provide exclusive access and opportunities.

Skills

Private wealth mgmt

Business development

Relationship management

Analytical skills

Networking

Entrepreneurial spirit

Client focus

Team player

Tools

Series 7 license

Series 63 license

Series 3 license

Job description

Goldman Sachs seeks a Private Wealth Advisor (Vice President) to lead client relationships and deliver holistic wealth management solutions. You will build bespoke advisory strategies, align with internal experts, and provide exceptional service to ultra-high-net-worth clients and families.

You will leverage a deep professional network and an entrepreneurial mindset to grow a client book within Goldman Sachs’ PWM framework, collaborating across teams and platforms.