Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ

Private Wealth Management (PWM) job at Goldman Sachs in Scottsdale, AZ, requiring 4+ years of experience and Series 7, 63 and 3 licenses, with responsibilities including client relationship building, bespoke advice, and entrepreneurship.

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

• Comprehensive wealth management plans
• Tax and estate planning
• Philanthropic planning
• Private banking and lending services
• Full product and service offerings of Goldman Sachs and beyond