Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions. Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond.
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)
- 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
- Competitive salary
- Benefits, wellness and personal finance offerings
- Mindfulness programs