Asset & Wealth Management, Private Wealth Advisor, Associate, Miami
About the role
Leverage your unique background and experiences to build a business within Goldman Sachs. Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential. Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients. Provide exceptional client service while maintaining the highest ethical standard in execution. Curate a network of intermediaries to help best serve clients across complimentary services. Provide unique access and exclusive investment opportunities to clients by leveraging the Goldman Sachs platform and network.
Responsibilities
- Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
- Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
- Provide exceptional client service while maintaining the highest ethical standard in execution
- Curate a network of intermediaries to help best serve clients across complimentary services
- Provide unique access and exclusive investment opportunities to clients by leveraging the Goldman Sachs platform and network
Requirements
Record of academic and professional achievement
Four plus years of private wealth management, financial services, or related professional experience
Prior sales, fundraising, business development or investing experience preferred
Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
Skills and Experience
- Demonstrated strong connectivity within an established network
- Entrepreneurial spirit coupled with a 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 a strong network of relationships
- Creative approach to problem solving and developing innovative solutions for clients
- Self-motivated and able to work in an autonomous, yet collaborative environment
- Commitment to excellence and a high level of integrity
Qualifications
Record of academic and professional achievement
Four plus years of private wealth management, financial services, or related professional experience
Prior sales, fundraising, business development or investing experience preferred
Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
Benefits
At Goldman Sachs, we believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Pay
Commensurate with experience
Schedule
Varies