Private Wealth Advisor VP — UHNW Wealth Strategy

Goldman Sachs Bank AG; Washington (District of Columbia); On-site; USD 75,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

On-site health centers

Wellness programs

On-site child care

Job summary

Goldman Sachs is seeking a Private Wealth Advisor, VP, in Washington, DC. The role focuses on delivering holistic wealth management advice to ultra-high net worth and high net worth clients, building a personal advisory business within Goldman Sachs, and collaborating with internal experts to tailor strategies.

The candidate will nurture client relationships, provide exceptional service, and leverage the GS platform to access exclusive opportunities, while maintaining the firm’s high ethical

Qualifications

• Record of academic and professional achievement.
• 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, Series 63 and Series 3 (if unlicensed, to be obtained within three months).
• Demonstrated strong connectivity within an established network.
• Entrepreneurial spirit in a team-oriented environment.
• Exceptional client focus and relationship management skills.
• Analytical and interpersonal skills with a strong network-building ability.
• Creative problem solving and autonomous yet collaborative work style.

Responsibilities

• As Private Wealth Advisor, build a business within Goldman Sachs.
• Establish, nurture and grow client relationships with holistic wealth management advice.
• Partner with internal and external experts to customize strategies for clients.
• Provide exceptional client service while upholding high ethical standards.
• Curate a network of intermediaries to serve clients across services.
• Provide access and exclusive investment opportunities leveraging GS platform.

Skills

Entrepreneurial spirit

Client relationship

Analytical skills

Networking ability

Tools

Series 7

Series 63

Series 3

Job description

Goldman Sachs is seeking a Private Wealth Advisor, VP, in Washington, DC. The role focuses on delivering holistic wealth management advice to ultra-high net worth and high net worth clients, building a personal advisory business within Goldman Sachs, and collaborating with internal experts to tailor strategies.

The candidate will nurture client relationships, provide exceptional service, and leverage the GS platform to access exclusive opportunities, while maintaining the firm’s high ethical