Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor – Salt Lake City, Utah

Goldman Sachs•Salt Lake City, UT

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 drawing on the firm's investment experience, wealth management capabilities, and global reach. The investment platform may include tax and estate planning, philanthropic planning, and private banking and lending services. As a Private Wealth Advisor, you will build a business within Goldman Sachs and establish, nurture, and grow client relationships as a trusted advisor. You will deliver holistic wealth management advice, collaborate with subject matter experts to develop tailored client strategies, and provide exceptional service with the highest ethical standards. You will also build a network of intermediaries and use the Goldman Sachs platform and network to provide clients with access to investment opportunities and complementary services.

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 hire, obtain them 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 strong relationships.
Creative approach to problem solving and developing innovative solutions for clients.
Self-motivated and able to work autonomously while collaborating.
Commitment to excellence and a high level of integrity.

Nice To Haves

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

Responsibilities

Leverage your background and experiences to build a business within Goldman Sachs.
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 advice for clients.
Provide exceptional client service while maintaining the highest ethical standards in execution.
Curate a network of intermediaries to help serve clients across complementary services.
Leverage the Goldman Sachs platform and network to provide clients with unique access and exclusive investment opportunities.