Jobs · Finance · Maryland

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

Goldman Sachs · Baltimore, MD · 2 wk ago
Finance$90k–$270k/yrFull-time

About the Role

Goldman Sachs Private Wealth Management (PWM) 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 deep investment experience, diverse wealth management capabilities, and global reach.

As a Private Wealth Advisor, you will leverage your unique background and experiences to build a business within Goldman Sachs. You will provide an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning, and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

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 best serve clients across complementary services.
  • Provide unique access and exclusive investment opportunities to clients by leveraging the Goldman Sachs platform and network.

Requirements

  • 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).
  • Demonstrated strong connectivity within an established network.
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment.

Qualifications & Skills

  • Record of academic and professional achievement.
  • 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.

About Goldman Sachs

At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices around the world. 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 opportunities to grow professionally and personally.

Pay

The expected base salary for this Baltimore, MD, United States-based position is $90,000–$270,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits

Goldman Sachs is committed to providing valuable and competitive benefits and wellness offerings. A summary of these offerings, which are generally available to active, non-temporary, full-time, and part-time US employees who work at least 20 hours per week, includes:

  • Training and development opportunities.
  • Firmwide networks and resources.
  • Comprehensive benefits, wellness, and personal finance offerings.
  • Mindfulness programs.

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