Private Wealth Advisor VP — UHNW Wealth & Legacy Strategy

The Goldman Sachs Group; Baltimore (MD); On-site; USD 90,000 - 270,000; Full time

Job summary

Goldman Sachs Private Wealth Management seeks a Private Wealth Advisor, Vice President, to join its wealth management team in Baltimore. The role focuses on advising ultra-high net worth and high net worth clients, delivering holistic wealth management strategies and bespoke investment solutions.

You will collaborate with internal and external experts to tailor plans, grow relationships, and provide exceptional service while upholding the firm's high ethical standards in execution.

Qualifications

• Record of academic and professional achievement.
• Four plus years of private wealth management, financial services, or related experience.
• Prior sales, fundraising, business development or investing experience preferred.
• Series 7, 63 and 3 licenses; if unlicensed, to be obtained within three months.
• Demonstrated strong connectivity within an established network.
• Entrepreneurial spirit and team-oriented collaboration.
• Excellent client focus and relationship management skills.

Responsibilities

• Leverage your background to build a business within Goldman Sachs.
• Establish, nurture and grow client relationships as a trusted advisor.
• Partner with experts to deliver bespoke private wealth 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 the Goldman Sachs platform.

Skills

Relationship management

Business development

Networking

Analytical skills

Client service

Tools

Series 7/63/3 licenses

Job description

Goldman Sachs Private Wealth Management seeks a Private Wealth Advisor, Vice President, to join its wealth management team in Baltimore. The role focuses on advising ultra-high net worth and high net worth clients, delivering holistic wealth management strategies and bespoke investment solutions.

You will collaborate with internal and external experts to tailor plans, grow relationships, and provide exceptional service while upholding the firm's high ethical standards in execution.