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CIMD, PWM, Private Wealth Advisor (NPWA), Associate/Vice President at The Goldman Sachs Group in West Palm Beach, Florida

Posted in Other 30+ days ago.

Type: Full Time





Job Description:

CIMD, PWM, Private Wealth Advisor (NPWA), Associate/Vice President

Location(s)

US-DC-Washington | US-NY-New York | US-GA-Atlanta | US-MA-Boston | US-TX-Dallas | US-TX-Houston | US-FL-West Palm Beach | US-IL-Chicago | US-PA-Philadelphia | US-CA-San Francisco | US-CA-Los Angeles | ...

Job ID

2020-67673

Schedule Type

Full Time

Level

Associate, Vice President/Executive Director

Function(s)

General, Investment Management

Region

Americas

Division

Consumer and Investment Management Division

Business Unit

PWM Sales - Washington DC

Employment Type

Employee

MORE ABOUT THIS JOB

Are you a dynamic, quick-thinking self-starter with an entrepreneurial spirit, a passion for the financial markets and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for professionals with strong interpersonal skills who have the ability to thrive in an environment where innovative thinking, grit and determination are essential to building a successful business.

CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD)
The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.

PWM
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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 our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver 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 AND QUALIFICATIONS

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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 our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver 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.

HOW YOU WILL FULFILL YOUR POTENTIAL
Leverage your unique background and experiences to build a business within Goldman Sachs
- Work with a team to source and develop new business opportunities, as well as to support existing client relationships
- The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team
- Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries
- Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients

WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. WE ARE ONLY RECRUITING FOR THE LOCATIONS LISTED ABOVE.

QUALIFICATIONS

SKILLS & EXPERIENCE WE'RE LOOKING FOR
- Record of academic and professional achievement
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
- Excellent interpersonal skills and 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
- Demonstrated interest in financial, economic and global capital markets
- Strong client focus, business development and relationship management skills
- Strong analytical and communication (oral and written) skills
- Commitment to excellence and a high level of integrity
- Prior sales, fundraising, business development or investing experience a plus, but not required
- Successful completion of Series 7, 63 and 3 exams required within three months of starting at the firm

ABOUT GOLDMAN SACHS

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. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2020. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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