Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston

About the role

Private Wealth Management (PWM) at Goldman Sachs specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.

Responsibilities

• 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 opportunity 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)

Qualifications

• 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

Skills

• Strong communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Knowledge of wealth management principles and practices
• Experience with financial planning and investment strategies

Benefits

Goldman Sachs offers a competitive compensation package, including a comprehensive benefits program that includes health insurance, retirement savings plans, and other perks designed to support the well-being of our employees and their families.

Pay

The salary range for this position is $150,000 - $250,000, however, actual compensation will be determined based on a variety of factors, including but not limited to, experience, qualifications, and market conditions.

Schedule

This is a full-time position with flexible working hours to accommodate the needs of both the employee and the client.