Private Wealth Advisor VP — UHNW Wealth Strategy

Goldman Sachs Bank AG; Baltimore, Northern (MD, KY); Hybrid; USD 90,000 - 270,000; Full time

Job summary

Goldman Sachs Private Wealth Management seeks a Private Wealth Advisor in Baltimore to build and grow a client base among ultra high net worth individuals and select institutions. You will deliver bespoke wealth management strategies, leveraging the Goldman Sachs platform and network.

You will establish lasting client relationships, collaborate with internal experts, and provide holistic advice with a focus on integrity and exceptional service.

Qualifications

• Four plus years of private wealth management, financial services, or related professional experience.
• Prior sales, fundraising, business development or investing experience preferred.
• Licenses: Series 7, 63 and 3; if unlicensed at time of hire, to be obtained within three months of starting at the firm.
• Demonstrated strong connectivity within an established network.
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.
• Excellent client focus, business development, and relationship management skills.
• Strong analytical and interpersonal skills with the ability to build and foster a strong network of relationships.
• Creative approach to problem solving and developing innovative solutions for clients.
• Self-motivated and able to work in an autonomous, yet collaborative environment.
• Commitment to excellence and a high level of integrity.

Responsibilities

• Leverage your unique background and experiences to build a business within Goldman Sachs.
• Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential.
• Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients.
• Provide exceptional client service while maintaining the highest ethical standard in execution.
• Curate a network of intermediaries to help best serve clients across complimentary services.
• Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network.

Skills

Private wealth management

Relationship management

Business development

Networking

Analytical skills

Tools

Series 7

Series 63

Series 3

Job description

Goldman Sachs Private Wealth Management seeks a Private Wealth Advisor in Baltimore to build and grow a client base among ultra high net worth individuals and select institutions. You will deliver bespoke wealth management strategies, leveraging the Goldman Sachs platform and network.

You will establish lasting client relationships, collaborate with internal experts, and provide holistic advice with a focus on integrity and exceptional service.