Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Minneapolis
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 Goldman Sachs’ investment experience, wealth management capabilities, and global reach. The platform may include tax and estate planning, philanthropic planning, and private banking and lending services. The Private Wealth Advisor builds a business within Goldman Sachs and establishes, nurtures, and grows client relationships as a trusted advisor. The role delivers holistic wealth management advice, partners with internal and external subject-matter experts to develop tailored strategies, provides exceptional service, builds a network of intermediaries, and connects clients with investment opportunities through the Goldman Sachs platform and network.
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 strong relationships.
- Creative problem-solving skills and ability to develop 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 by leveraging personal 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 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.
- Provide clients with access to exclusive investment opportunities by leveraging the Goldman Sachs platform and network.
Benefits
- Competitive benefits and wellness offerings.
- Potential eligibility for a discretionary bonus for active employees at fiscal year-end.
- Training and development opportunities, firmwide networks, and personal finance offerings and mindfulness programs are mentioned as part of the firm's employee offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
