VP, Private Wealth Advisor — Holistic Wealth Strategy

Goldman Sachs (lateral); Cincinnati (OH); On-site; USD 150,000 - 230,000; Full time

Job summary

Goldman Sachs is seeking a Vice President Private Wealth Advisor in Cincinnati within Wealth Management. The role involves building and maintaining client relationships, delivering holistic wealth management advice, and coordinating with internal experts to create bespoke strategies.

The successful candidate will leverage an established network, demonstrate entrepreneurial drive, and provide exceptional client service while upholding the firm’s high ethical standards.

Qualifications

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

Responsibilities

• 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 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

Tools

Series 7, 63 and 3 licenses

Job description

Goldman Sachs is seeking a Vice President Private Wealth Advisor in Cincinnati within Wealth Management. The role involves building and maintaining client relationships, delivering holistic wealth management advice, and coordinating with internal experts to create bespoke strategies.

The successful candidate will leverage an established network, demonstrate entrepreneurial drive, and provide exceptional client service while upholding the firm’s high ethical standards.