Private Wealth Growth Associate - Path to Advisor

Goldman Sachs; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Training and development opportunities

Diversity and inclusion programs

Wellness benefits

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Analytical skills

Client service

Verbal and written communication

Project management

Problem-solving

Education

Bachelor's degree

Job description

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.