Private Wealth Growth Associate - Path to Advisor

Goldman Sachs; Atlanta (GA); Presencial; USD 80.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training and development opportunities

Diversity and inclusion programs

Wellness benefits

Descripción de la vacante

An esteemed financial services firm located in Atlanta, GA, seeks a Business Development Professional to support wealth management strategies for clients. Responsibilities include preparing marketing presentations, analyzing investment portfolios, and providing client service. Candidates must have a Bachelor's degree and over 3 years of financial services experience. Strong analytical and communication skills are critical for success in this dynamic position within a fast-paced environment.

Formación

• 3+ years of related financial services experience.
• Series 3, 7, and 63 required at the time of employment.
• Strong interest in the financial markets.

Responsabilidades

• Support and implement wealth management strategies.
• Prepare marketing presentations for prospective clients.
• Analyze investment portfolios for risk characteristics.
• Execute portfolio rebalancing and trades.
• Provide client service and team support.

Conocimientos

Analytical skills

Client service

Verbal and written communication

Project management

Problem-solving

Educación

Bachelor's degree

Descripción del empleo

An esteemed financial services firm located in Atlanta, GA, seeks a Business Development Professional to support wealth management strategies for clients. Responsibilities include preparing marketing presentations, analyzing investment portfolios, and providing client service. Candidates must have a Bachelor's degree and over 3 years of financial services experience. Strong analytical and communication skills are critical for success in this dynamic position within a fast-paced environment.