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

Goldman Sachs • Minneapolis, MN

1d

About The Position

Goldman Sachs Private Wealth Management (PWM) creates 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 platform may include tax and estate planning, philanthropic planning, private banking, and lending services, as well as investment opportunities from Goldman Sachs and beyond.

In this role, you will build a business within Goldman Sachs and establish, nurture, and grow client relationships as a trusted advisor. You will provide holistic private wealth management advice, partner with internal and external subject matter experts to develop tailored client recommendations, deliver exceptional service, and connect clients with complementary services and investment opportunities through the firm’s platform and network.

The expected base salary for this position based in Minneapolis, Minnesota is $80,000–$205,000. You may also be eligible for a discretionary bonus if you are an active employee at fiscal year-end. Goldman Sachs describes a range of benefits and wellness offerings for eligible U.S. employees.

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, including 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 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 by leveraging your background and experience.
• 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.

Benefits

• Competitive benefits and wellness offerings, including training and development opportunities, firmwide networks, and personal finance and mindfulness programs.
• Potential eligibility for a discretionary bonus for active employees at fiscal year-end.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed