VP, Private Wealth Advisor for UHNW Families

Socket.dev; Washington (District of Columbia); On-site; USD 75,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Goldman Sachs Private Wealth Management (PWM) specializes in comprehensive wealth plans for ultra-high net worth individuals and select institutions. Private Wealth Advisors deliver holistic strategies with tax and estate planning, private banking, and bespoke investment opportunities.

As a Private Wealth Advisor, you will build a business within Goldman Sachs, nurture client relationships, and collaborate with experts to tailor advice, while delivering exceptional service with integrity.

Qualifications

• Record of academic and professional achievement.
• Four plus years in private wealth management or related financial services.
• 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).

Responsibilities

• Leverage your background 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

Entrepreneurial spirit

Client relationship management

Analytical skills

Interpersonal skills

Autonomous collaboration

Client focus

Networking ability

Self-motivated

Integrity

Education

Record of academic achievement

Licenses: Series 7, 63, 3

Job description

Goldman Sachs Private Wealth Management (PWM) specializes in comprehensive wealth plans for ultra-high net worth individuals and select institutions. Private Wealth Advisors deliver holistic strategies with tax and estate planning, private banking, and bespoke investment opportunities.

As a Private Wealth Advisor, you will build a business within Goldman Sachs, nurture client relationships, and collaborate with experts to tailor advice, while delivering exceptional service with integrity.