Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Private Wealth Advisor, Associate/Vice President - Dallas
About the role
We are looking for professionals with strong investment acumen and a passion for client service, who have the ability to thrive in an environment where innovative thinking, grit and determination are essential to building a successful business. This role is in our Goldman Partner Office (GPO) on the Investing side.
Responsibilities
As a Private Wealth Advisor, you will leverage your unique background and experiences to build a business within Goldman Sachs, attain the skills needed to build strong relationships with firm’s partners, senior executives, and related stakeholders, and enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients. You will work with a team to source and develop new business opportunities, as well as to support existing client relationships.
Requirements
- Bachelor's degree required
- Record of academic and professional achievement
- Team player attitude – collaborative, inclusive, and strong “EQ”
- Excellent interpersonal skills and ability to build and foster a strong network of relationships
- Creative approach to problem solving and developing innovative solutions for clients
- Self-motivated, self-starter, and strong sense of grit and determination to deliver excellence
- Demonstrated interest in financial, economic and global capital markets
- Strong client focus, business development and relationship management skills
- Strong analytical and communication (oral and written) skills
- Commitment to excellence and a high level of integrity
- Prior sales, fundraising, business development or investing experience a plus, but not required
- SIE, Series 7 and 63 required (must be obtained within three months of employment)
Qualifications
The ideal candidate will have a strong academic and professional background, with a passion for financial markets and a desire to be a trusted advisor to ultra-high net worth clients.
Skills
The role requires excellent interpersonal skills, a creative approach to problem solving, and strong analytical and communication skills. The ability to work in a team and build strong relationships with clients and stakeholders is essential.