Senior Private Wealth Advisor — Build Client Relationships

SRI Conference; Cincinnati (OH); On-site; USD 180,000 - 320,000; Full time

Job summary

Goldman Sachs Wealth Management seeks a Private Wealth Advisor (VP) to build a standalone client book within the firm and deliver comprehensive wealth management strategies for ultra high net worth and family offices. You will collaborate with internal experts to tailor tax, estate planning and private banking solutions while maintaining the highest ethical standards.

The role emphasizes entrepreneurial drive, deep client focus, and a strong network.

Qualifications

• Record of academic and professional achievement.
• Four plus years of private wealth management, financial services, or related experience.
• Prior sales, fundraising, business development or investing experience preferred.
• Licenses required within 3 months if unlicensed at hire.

Responsibilities

• Leverage your background to build a business within Goldman Sachs.
• Establish, nurture and grow client relationships with holistic wealth advice.
• Partner with experts to deliver bespoke client strategies.
• Provide exceptional client service with high ethical standards.
• Curate a network of intermediaries to serve clients across services.
• Offer access to exclusive investment opportunities via GS platform.

Skills

Client relationship management

Business development

Networking

Analytical skills

Entrepreneurial spirit

Team collaboration

Ethical standards

Problem solving

Autonomous work

Tools

Series 7 license

Series 63 license

Series 3 license

Job description

Goldman Sachs Wealth Management seeks a Private Wealth Advisor (VP) to build a standalone client book within the firm and deliver comprehensive wealth management strategies for ultra high net worth and family offices. You will collaborate with internal experts to tailor tax, estate planning and private banking solutions while maintaining the highest ethical standards.

The role emphasizes entrepreneurial drive, deep client focus, and a strong network.