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

Goldman Sachs•Salt Lake, UT

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 such as foundations and endowments. Private Wealth Advisors work one-on-one with clients to deliver customized strategies informed by the firm’s investment experience, wealth management capabilities, and global reach. The investment platform includes Goldman Sachs products and services and may extend to tax and estate planning, philanthropic planning, and private banking and lending. As a Private Wealth Advisor, you will build a business within Goldman Sachs, establish and grow client relationships as a trusted advisor, and provide holistic wealth management advice. You will work with internal and external subject matter experts to develop tailored advice, deliver exceptional client service, build a network of intermediaries, and use the Goldman Sachs platform and network to provide clients with distinctive access and 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 not licensed at the time of 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.
Strong analytical and interpersonal skills, including the ability to build and foster a strong network of 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 your 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 advice for clients.
Provide exceptional client service while maintaining the highest ethical standards.
Curate a network of intermediaries to serve clients across complementary services.
Leverage the Goldman Sachs platform and network to provide clients with access and exclusive investment opportunities.