Private Wealth Growth Specialist — Path to Advisor Role

Goldman Sachs; New York (NY); On-site; USD 85,000 - 160,000; Full time

Job summary

A prominent global financial services firm seeks a Business Development Professional in New York to support client relationships and drive new business generation in Wealth Management. Candidates should possess a Bachelor's degree, and have 3+ years of financial services experience. This role offers the opportunity to transition into a Private Wealth Advisor position. The estimated salary range is $85,000-$160,000, alongside eligibility for a discretionary bonus.

Qualifications

• 3+ years related financial services experience required.
• SIE, Series 3, 7, and 63 must be obtained within three months.
• Interest in pursuing a career as a Private Wealth Advisor.

Responsibilities

• Support existing client relationships and drive new business generation.
• Conduct client‑facing analyses for client portfolios.
• Monitor macroeconomic trends and internal research publications.
• Act as the PWM team’s central point of contact for client relationship management.
• Participate in prospective client meetings and coordinate follow‑up.

Skills

Financial services experience

Communication skills

Project management

Creative problem solving

Analytical skills

Education

Bachelor’s degree

Job description

A prominent global financial services firm seeks a Business Development Professional in New York to support client relationships and drive new business generation in Wealth Management. Candidates should possess a Bachelor's degree, and have 3+ years of financial services experience. This role offers the opportunity to transition into a Private Wealth Advisor position. The estimated salary range is $85,000-$160,000, alongside eligibility for a discretionary bonus.