Private Wealth Advisor VP: UHNW Planning & Growth

Goldman Sachs (lateral); Tampa (FL); On-site; USD 190,000 - 320,000; Full time

Job summary

Goldman Sachs Private Wealth Management in Tampa seeks a Private Wealth Advisor, Vice President to build trusted relationships with ultra‑high net worth clients and family offices, delivering holistic wealth guidance across investment management, planning and banking.

You will collaborate with specialists, leverage the Goldman Sachs platform, and grow a personal client book while upholding the firm's high ethical standards and commitment to client service.

Qualifications

• Four plus years of private wealth management or related experience.
• Licenses: Series 7, 63 and 3; to be obtained within three months if unlicensed.
• Strong connectivity within an established network.
• Entrepreneurial spirit with a team orientation.
• Excellent client focus, business development and relationship management.
• Analytical and interpersonal skills with ability to build networks.
• Creative problem solving and innovative client solutions.
• Self-motivated and autonomous yet collaborative.
• Commitment to excellence and integrity.

Responsibilities

• Leverage your background to build a business within Goldman Sachs.
• Establish, nurture and grow client relationships as a trusted advisor.
• Partner with internal and external experts for bespoke advice.
• Provide exceptional client service with high ethical standards.
• Curate a network of intermediaries to serve clients across services.
• Provide access and exclusive opportunities leveraging GS platform.

Skills

Private wealth management

Client relationships

Business development

Networking

Analytical skills

Interpersonal skills

Problem solving

Self-motivated

Team oriented

Integrity

Education

Academic achievement

Job description

Goldman Sachs Private Wealth Management in Tampa seeks a Private Wealth Advisor, Vice President to build trusted relationships with ultra‑high net worth clients and family offices, delivering holistic wealth guidance across investment management, planning and banking.

You will collaborate with specialists, leverage the Goldman Sachs platform, and grow a personal client book while upholding the firm's high ethical standards and commitment to client service.