VP, Private Wealth Advisor — Holistic Wealth Growth

Goldman Sachs

Tampa (FL)

On-site

USD 150,000 - 250,000

Full time

8 days ago

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Job summary

Goldman Sachs seeks a Private Wealth Advisor, Vice President, to serve ultra-high net worth clients in Wealth Management. The role focuses on delivering comprehensive wealth management strategies, tailored investment guidance, and personalized client service within the firm’s private banking ecosystem.

You will collaborate with specialists to create bespoke plans, expand client relationships and drive business growth while maintaining Goldman Sachs’ standards of integrity and excellence.

Qualifications

  • Strong client-focused wealth management experience.
  • 4+ years private wealth management or related professional experience.
  • Ability to build and nurture a broad network to generate new business.
  • Licenses: Series 7, 63, and 3 to be obtained within three months of starting.

Responsibilities

  • Leverage your background to build a business within Goldman Sachs.
  • Establish, nurture and grow client relationships by delivering holistic private wealth advice.
  • Collaborate with internal and external experts to develop bespoke strategies for clients.
  • Provide exceptional client service with the highest ethical standards.
  • Cultivate a network of intermediaries to serve clients across services.

Skills

Client focus
Business development
Relationship management
Analytical skills
Interpersonal skills
Networking

Education

Series 7, 63 and 3 licenses

Job description

Goldman Sachs seeks a Private Wealth Advisor, Vice President, to serve ultra-high net worth clients in Wealth Management. The role focuses on delivering comprehensive wealth management strategies, tailored investment guidance, and personalized client service within the firm’s private banking ecosystem.

You will collaborate with specialists to create bespoke plans, expand client relationships and drive business growth while maintaining Goldman Sachs’ standards of integrity and excellence.

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