Senior Private Wealth Advisor – UHNW Relationships

The Goldman Sachs Group; Los Angeles (CA); On-site; USD 75,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

The Goldman Sachs Group in Los Angeles, CA seeks Wealth Management Professionals who excel in client service and market insight. You will engage directly with clients as a primary contact, support PWAs, manage onboarding and relationship management, and coordinate with middle/back offices to ensure an exceptional client experience.

Required: Bachelor's degree, 6+ years in client service/financial industry, and SIE, Series 7, and Series 63 licenses.

Qualifications

• Bachelor's degree required.
• 6+ years of client service and/or financial industry experience preferred.
• Licensing requirements: SIE, Series 7 and 63.

Responsibilities

• Leverage interpersonal skills to contribute to a growing wealth management business.
• Serve as a key relationship manager for ultra‑high net worth clients.
• Collaborate with Private Wealth Advisors and teams to service clients effectively.
• Oversee asset movements and portfolio implementations with knowledge of estate planning and tax concepts.

Skills

Client service

Relationship management

Communication

Attention to detail

Financial markets

Education

Bachelor's degree

SIE certification

Series 7 license

Series 63 license

Job description

The Goldman Sachs Group in Los Angeles, CA seeks Wealth Management Professionals who excel in client service and market insight. You will engage directly with clients as a primary contact, support PWAs, manage onboarding and relationship management, and coordinate with middle/back offices to ensure an exceptional client experience.

Required: Bachelor's degree, 6+ years in client service/financial industry, and SIE, Series 7, and Series 63 licenses.