Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach
Responsibilities
Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships. Responsibilities will include:
- Portfolio construction and implementation
- Ongoing asset allocation and performance analyses
- Ad-hoc items tied to client requests
Requirements
We Are Looking For:
- Bachelor’s degree required (CPA, JD, or MBA degrees welcome)
- 5+ years of investment management, investment banking or comparable experience
- Strong leadership skills and record of demonstrated achievement
- Able to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Able to multi-task and work with numerous colleagues and desks across the Firm
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- Detailed-oriented and highly organized
- Strong financial modeling and presentation skills
- SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
- Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy
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 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.