Senior Private Wealth Advisor

Goldman Sachs; Cincinnati (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Goldman Sachs Private Wealth Management seeks a seasoned Private Wealth Advisor to build and manage a client book of ultra-high net worth individuals. You will deliver holistic wealth strategies, coordinate bespoke solutions, and act as trusted advisor across investments, planning and private banking.

This role emphasizes client development, ethical service, and collaboration with internal specialists to tailor advice and unlock exclusive opportunities on the Goldman Sachs platform.

Qualifications

• Four plus years of private wealth management, financial services, or related professional experience.
• Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
• Demonstrated strong connectivity within an established network
• Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
• Exceptional client focus, business development, and relationship management skills
• Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
• Creative approach to problem solving and developing innovative solutions for clients
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Commitment to excellence and a high level of integrity

Responsibilities

• Leverage your unique background and experiences to build a business within Goldman Sachs
• Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
• Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
• Provide exceptional client service while maintaining the highest ethical standard in execution
• Curate a network of intermediaries to help best serve clients across complimentary services
• Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

Skills

Relationship management

Business development

Analytical skills

Networking

Tools

Series 7 license

Series 63 license

Series 3 license

Job description

Goldman Sachs Private Wealth Management seeks a seasoned Private Wealth Advisor to build and manage a client book of ultra-high net worth individuals. You will deliver holistic wealth strategies, coordinate bespoke solutions, and act as trusted advisor across investments, planning and private banking.

This role emphasizes client development, ethical service, and collaboration with internal specialists to tailor advice and unlock exclusive opportunities on the Goldman Sachs platform.