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

Goldman Sachs•Tampa, FL

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 using the firm’s investment experience, wealth management capabilities, and global reach. The platform can include tax and estate planning, philanthropic planning, private banking, and lending services, as well as other offerings 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 specialists to develop tailored recommendations, deliver exceptional client service, cultivate a network of intermediaries, and connect clients with investment opportunities through the Goldman Sachs platform and network.

Requirements

Record of academic and professional achievement.
At least four 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 a 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 approach to problem-solving and developing innovative client solutions.
Self-motivation and ability 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

Build a business within Goldman Sachs, drawing on your background and experience.
Establish, nurture, and grow client relationships as a trusted advisor providing 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.
Provide clients with access to exclusive investment opportunities by leveraging the Goldman Sachs platform and network.