Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia

Wealth Management, Private Wealth Advisor, Associate, Philadelphia - 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. As a Private Wealth Advisor, you will leverage your unique background and experiences to build a business within Goldman Sachs, establish, nurture and grow client relationships, and partner with internal and external subject matter experts to develop bespoke, tailored advice for clients.

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
• 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

Benefits

• Comprehensive wealth management plans
• Private banking and lending services
• Tax and estate planning
• Philanthropic planning
• Exceptional client service
• Autonomous and collaborative work environment
• Commitment to diversity and inclusion