Asset & Wealth Management, Private Wealth Advisor, Associate/Vice President, Boston
Job Description
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Private Wealth Advisor, You Will
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
Required Qualifications, Skills And Experience
Record of academic and professional achievement
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
Apply Now
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Private Wealth Advisor, You Will
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
Required Qualifications, Skills And Experience
Record of academic and professional achievement
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
Apply Now