Private Wealth Growth & Advisory Professional

The Goldman Sachs Group; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

The Goldman Sachs Group is seeking a proactive Business Development Professional within Private Wealth Management to support Wealth Advisors in delivering client-focused wealth strategies.

You will help prepare marketing material, analyze investment portfolios, and assist in client meetings to build strong client relationships and identify new opportunities. This role offers growth with a leading global firm.

Qualifications

• Bachelor's degree required.
• 3-5 years of related financial services experience.
• 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.
• Series 3, 7, and 63 required at the time of employment or obtained within three months of employment; CFA Charter and/or CFP encouraged and will be sponsored.

Responsibilities

• Work closely with Private Wealth Advisors to support wealth management strategies.
• Develop and prepare marketing presentations for prospective clients.
• Analyze investment portfolios for risk and return characteristics.
• Execute portfolio rebalancing and trades.
• Provide client service and team support.

Skills

Verbal communication

Written communication

Interpersonal skills

Multi-tasking

Project management

Organizational skills

Team collaboration

Problem solving

Entrepreneurial spirit

Networking

Education

Bachelor's degree

Job description

The Goldman Sachs Group is seeking a proactive Business Development Professional within Private Wealth Management to support Wealth Advisors in delivering client-focused wealth strategies.

You will help prepare marketing material, analyze investment portfolios, and assist in client meetings to build strong client relationships and identify new opportunities. This role offers growth with a leading global firm.