Private Wealth Growth & Advisory Associate

Goldman Sachs, Inc.; Philadelphia (Philadelphia County); On-site; USD 80,000 - 120,000; Full time

Job summary

Goldman Sachs PWM is seeking a Business Development Professional to support PWAs, manage client relationships, and drive new business across ultra-high net worth clients. You will learn investment strategies and coordinate outreach with senior advisers.

The role emphasizes client-facing analyses, market monitoring, and cross-functional collaboration across the firm. Strong communication and organizational skills help navigate a fast-paced environment and build a growing PWM book.

Qualifications

• Bachelor’s degree is required.
• Related financial services experience of 3 years.
• Interest in pursuing a career as a Private Wealth Advisor.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in the financial markets and good investment sense.
• Ability to multi-task and collaborate with many partners across the firm.
• Entrepreneurial spirit and team orientation are valued.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and relationship building.
• Creative problem solving abilities and strong organizational skills.
• SIE, Series 3, 7 and 63 must be obtained within three months.
• CFA Charter and/or CFP sponsorship is encouraged.

Responsibilities

• Work closely with PWAs to support existing client relationships and drive new business.
• Conduct client-facing analyses for portfolios, including asset allocation and risk/return.
• Monitor macroeconomic trends and internal research publications for impact guidance.
• Act as growth engine for the PWM team across wallet share and new business.
• Develop a system for sustained outreach to prospective clients with marketing materials and events.
• Serve as PWM team’s central contact for client relationship management in Salesforce.
• Participate in prospective client meetings and coordinate follow-up.
• Lead internal new business strategy meetings and drive action items.

Skills

Communication skills

Interpersonal skills

Project management

Problem solving

Multi-tasking

Entrepreneurial spirit

Team orientation

Written communication

Education

Bachelor’s degree

Tools

SIE

Series 3

Series 7

Series 63

CFA CFP encouraged

Job description

Goldman Sachs PWM is seeking a Business Development Professional to support PWAs, manage client relationships, and drive new business across ultra-high net worth clients. You will learn investment strategies and coordinate outreach with senior advisers.

The role emphasizes client-facing analyses, market monitoring, and cross-functional collaboration across the firm. Strong communication and organizational skills help navigate a fast-paced environment and build a growing PWM book.