Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Tampa

Goldman Sachs•Tampa, FL

About The Position

Goldman Sachs Private Wealth Management specializes in creating comprehensive wealth management plans for ultra-high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Private Wealth Advisors work one-on-one with clients to provide customized strategies based on the firm’s investment experience, wealth management capabilities, and global reach. The platform includes Goldman Sachs products and services and may include tax and estate planning, philanthropic planning, private banking, and lending services. The Private Wealth Advisor will build a business within Goldman Sachs and establish, nurture, and grow client relationships by serving as a trusted advisor. The role provides holistic private wealth management advice, partners with internal and external subject matter experts to develop tailored solutions, and delivers exceptional client service while maintaining high ethical standards. The advisor also develops a network of intermediaries and uses the Goldman Sachs platform and network to provide clients with access to investment opportunities.

Requirements

Record of academic and professional achievement.
Four or more years of private wealth management, financial services, or related professional experience.
Series 7, 63, and 3 licenses; if unlicensed at the time of hire, the licenses must be obtained within three months of starting at the firm.
Demonstrated strong connectivity within an established network.
Entrepreneurial spirit and 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 client solutions.
Self-motivated and able to work autonomously while collaborating with others.
Commitment to excellence and a high level of integrity.

Nice To Haves

Prior sales, fundraising, business development, or investing experience.

Responsibilities

Build a business within Goldman Sachs, drawing on unique background and experiences.
Establish, nurture, and grow client relationships as a trusted advisor, delivering holistic private wealth management advice.
Partner with internal and external subject matter experts to develop bespoke, tailored client advice.
Provide exceptional client service while maintaining the highest ethical standards in execution.
Curate a network of intermediaries to serve clients across complementary services.
Leverage the Goldman Sachs platform and network to provide clients with unique access and exclusive investment opportunities.