Private Wealth Management Advisor

SRI Conference; Washington (District of Columbia); On-site; USD 75,000 - 160,000; Full time

Job summary

Goldman Sachs in Washington, DC is seeking Wealth Management Professionals to deliver exceptional client service, onboarding, and support for investment objectives across a diverse client base, including ultra-high-net-worth individuals and family offices.

The role emphasizes collaboration with Private Wealth Advisors, risk management, and seamless trade execution, with opportunities to grow within Private Wealth Management within a global financial leader.

Qualifications

• Bachelor's Degree Required
• 2-4 years of preferred experience in client service and/or the financial industry
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong interest in client service
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Commitment to excellence and a high level of integrity
• Interest in Financial Services Industry
• SIE, Series 7 and 63 required

Responsibilities

• Leverage interpersonal skills to contribute to a growing business
• Act as key relationship manager for ultra-high net worth clients
• Work closely with Private Wealth Advisors and teammates to service our clients
• Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
• Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
• Identify opportunities for wealth advisory services for clients
• Understand client suitability and risk tolerance
• Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
• Work with our middle and back office colleagues to ensure an exceptional client experience
• Execute, process and reconcile trading and other investment related transactions
• Lead or participate in divisional efforts to improve efficiencies within PWM business
• Participate in local training and recruiting
• Serve as a coach/mentor for less tenured teammates

Skills

Client service experience

Financial industry experience

Strong communication

SIE Series 7 63

Education

Bachelor's Degree

Job description

Goldman Sachs in Washington, DC is seeking Wealth Management Professionals to deliver exceptional client service, onboarding, and support for investment objectives across a diverse client base, including ultra-high-net-worth individuals and family offices.

The role emphasizes collaboration with Private Wealth Advisors, risk management, and seamless trade execution, with opportunities to grow within Private Wealth Management within a global financial leader.