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Finance 🏢 Full Time ⭐️ Verified

Senior Financial Advisor

Goldman Sachs Private Wealth Management
New York, NY
Estimated Salary
USD 120.000 – USD 250.000
New
Live Update
13 Oktober 2026
Deadline
13 Okt 2027

Job Description

Join our elite team of financial advisors at Goldman Sachs Private Wealth Management and transform your career in the heart of Manhattan. We're seeking dynamic professionals to build lasting relationships with high-net-worth clients while delivering sophisticated wealth management solutions. Our comprehensive training program, industry-leading resources, and unparalleled global network provide the perfect foundation for your success. Enjoy competitive compensation, exclusive benefits, and a culture that rewards innovation and client-centric excellence.

Responsibilities

  • Develop and implement customized financial strategies for high-net-worth clients
  • Build and maintain a robust client portfolio through strategic networking and referrals
  • Conduct comprehensive portfolio reviews and market analysis
  • Coordinate with internal specialists (tax, estate, legal) for holistic planning
  • Stay current on market trends and regulatory changes affecting clients
  • Represent Goldman Sachs at industry events and community functions

Qualifications

  • Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
  • Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
  • 5+ years of experience in financial services with proven client acquisition
  • Exceptional communication and presentation skills
  • Demonstrated ability to manage complex portfolios ($5M+ AUM)
  • Strong analytical skills and proficiency with financial planning software
  • Track record of exceeding sales and revenue targets

Required Skills

Wealth Management Portfolio Management Client Acquisition Financial Planning Investment Analysis Risk Assessment Compliance CRM Systems

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