Senior Private Wealth Advisor – UHNW Growth

Goldman Sachs; Tampa (FL); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Goldman Sachs Private Wealth Management (PWM) seeks an experienced Private Wealth Advisor to work with ultra-high net worth clients, crafting comprehensive wealth plans, investments, and bespoke solutions across tax, estate planning, banking and lending, using the GS platform and global network.

You will collaborate with internal and external experts, nurture client relationships, and uphold the highest ethical standards while delivering exceptional service and tailored advice.

Qualifications

• Four plus years of private wealth management, financial services, or related professional experience.
• Prior sales, fundraising, business development or investing experience preferred.
• 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

Responsabilités

• 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
• 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 opportunities to clients by leveraging the Goldman Sachs platform and network

Connaissances

Private wealth management

Sales & business development

Networking

Client relationship management

Analytical skills

Series 7, 63 and 3 licenses

Formation

Academic and professional achievement

Description du poste

Goldman Sachs Private Wealth Management (PWM) seeks an experienced Private Wealth Advisor to work with ultra-high net worth clients, crafting comprehensive wealth plans, investments, and bespoke solutions across tax, estate planning, banking and lending, using the GS platform and global network.

You will collaborate with internal and external experts, nurture client relationships, and uphold the highest ethical standards while delivering exceptional service and tailored advice.