Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealt[...]

The Goldman Sachs Group

Private Wealth Management (PWM) 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. 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. 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 by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients Provide exceptional client service while maintaining the highest ethical standard in execution Curate a network of intermediaries to help best serve clients across complimentary services Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network Required qualifications, skills and experience: 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 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity #J-18808-Ljbffr The Goldman Sachs Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealt[...] in Atlanta, GA vacancy
  • $174.32k - $261.48k

     ...Responsible for handling staff management issues, including resource...  ...within the team/project. The Private Bank at Citi (CPB) is part of...  ...alternative investments with wealth planning and private banking...  .... Work across currencies, asset classes, markets and... 
    Private
    Asset
    Full time
    Local area

    Citigroup

    Atlanta, GA
    4 days ago
  • J.P. Morgan Wealth Management - Vice President, Wealth Planning and Advice Atlanta, GA, United States Job Identification...  ...entities (operating businesses, private foundations, etc.). Our role is to...  ...opportunities both simple (e.g., asset titling, beneficiary designations)... 
    Private
    Asset
    Full time
    Work at office
    Local area
    Shift work

    JPMorgan Chase & Co.

    Atlanta, GA
    2 days ago
  • Goldman Sachs is looking for a Business Development Professional in Atlanta to support their Private Wealth Management team. This role involves working closely with Private Wealth Advisors, analyzing investment portfolios, and developing marketing presentations for prospective... 
    Private

    Goldman Sachs

    Atlanta, GA
    4 days ago
  • Mohr Talent is seeking an Associate Portfolio Manager in Atlanta to support private client investment relationships. This role...  ...focuses on portfolio strategy, asset allocation, and investment research...  ...will have over four years in wealth management and a Bachelor’s degree... 
    Private
    Asset

    Mohr Talent

    Atlanta, GA
    16 hours ago
  • Fifth Third is seeking a Managing Director II for its Private Bank in Atlanta, GA. This role involves overseeing services for high net-worth clients and driving strategic initiatives within Wealth and Asset Management. The ideal candidate will have extensive investment... 
    Private
    Asset

    Fifth Third

    Atlanta, GA
    16 hours ago
  • $50k - $60k

    Advisor Group is looking for an Internal Advisory Transitions Associate in Atlanta, GA. This entry-level position will proactively engage financial advisors to facilitate asset transitions onto the Wealth Management Platform. The role requires strong communication skills... 
    Asset
    Work at office

    Advisor Group

    Atlanta, GA
    2 days ago
  • An esteemed financial services firm located in Atlanta, GA, seeks a Business Development Professional to support wealth management strategies for clients. Responsibilities include preparing marketing presentations, analyzing investment portfolios, and providing client service... 
    Private

    Goldman Sachs

    Atlanta, GA
    3 days ago
  • Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities Assist financial advisors...  ...the client’s goals. Develop customized asset allocation strategies and investment solutions... 
    Asset
    Full time

    UBS

    Atlanta, GA
    3 days ago
  • Wealth Management Associate Job Summary: The Wealth Management Associate will support financial advisors and wealth managers in providing comprehensive...  ...advisors in managing client portfolios, including asset allocation, performance monitoring, and rebalancing. Prepare... 
    Asset

    Avert Staffing

    Atlanta, GA
    4 days ago
  • Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth...  ...the client's goals. Develop customized asset allocation strategies and investment solutions... 
    Asset
    Flexible hours

    CFA Institute

    Atlanta, GA
    1 day ago
  •  ...multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our...  ...DescriptionCresset is seeking an Associate Director, Private...  ...5+ years of experience managing the administrative and...  ...clientsTransfer and reconcile assets from contra... 
    Private
    Asset
    Full time
    Temporary work
    Work at office
    Local area

    CCM ADMINISTRATIVE SERVICES LLC

    Atlanta, GA
    3 days ago
  • Overview The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary...  .... Additionally, this position supports Private Bankers and Trust Officers on all...  ...portfolios to maintain optimal asset allocation. Complete investment and client... 
    Private
    Asset
    Full time
    Local area
    Remote work

    United Community Bank

    Atlanta, GA
    2 days ago
  •  ...are uniquely positioned for growth in Wealth Management from U.S. Bank and U.S. Bancorp Investments...  ...planning (goals-based planning, asset allocation, retirement planning, education...  ...insurance products and services Knowledge of private banking products and services,... 
    Private
    Asset
    Temporary work
    Work experience placement

    Us Bank

    Atlanta, GA
    4 days ago
  • $109.01k

     ...career at Regions. At Regions, we believe associates deserve more than just a job. We...  ...employer of choice. At Regions, the Private Wealth Management Advisor develops and maintains a portfolio...  ...including financial planning, asset management, personal trust and estate... 
    Private
    Asset
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Atlanta, GA
    16 hours ago
  •  ...to apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking...  ...Locations Atlanta, Georgia, United States Areas of the Firm Asset & Wealth Management We believe who you are makes you... 
    Private
    Asset
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Atlanta, GA
    4 days ago
  • $76k - $125.3k

    Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax...  ...with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational... 
    Private
    Asset
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    Atlanta, GA
    1 day ago
  • Goldman Sachs Group, Inc. seeks a Private Wealth Advisor to create comprehensive wealth management plans for high net worth clients. You will build business through strong client relationships and provide tailored investment advice leveraging Goldman Sachs' extensive resources... 
    Private

    Goldman Sachs Group, Inc.

    Atlanta, GA
    1 day ago
  •  ...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions... 
    Private
    Full time
    Work experience placement
    Local area

    Morgan Stanley

    Atlanta, GA
    16 hours ago
  •  ...one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This... 
    Private

    Gilder Search Group

    Atlanta, GA
    1 day ago
  • Senior Associate, Client Relationship Management & Accounting Atlanta, GA Company Description...  ...: Pathstone is a growing wealth management firm serving...  ...over $100 billion in client assets under management,...  ...experience in family office, private wealth, public accounting... 
    Private
    Asset
    Work at office
    Flexible hours

    Pathstone Welcomes Crestone Capital LLC

    Atlanta, GA
    2 days ago
  •  ...professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Provide knowledgeable, objective financial guidance and customized... 
    Asset
    Start working today
    Remote work

    Equitable Advisors LLC

    Atlanta, GA
    1 day ago
  • Private Wealth Director page is loaded## Private Wealth Directorlocations: Atlanta, GAtime type...  ...across all aspects of Wealth Management, helping clients navigate complex financial...  ...structuring, credit facilities, banking, asset management, budgeting, insurance, charitable... 
    Private
    Asset
    Temporary work
    Flexible hours

    Northern Trust Corp

    Atlanta, GA
    2 days ago
  • Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering...  ...s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires... 
    Private
    Asset

    Huntington Bancshares, Inc.

    Atlanta, GA
    1 day ago
  • $70k - $85k

     ...Description: Pathstone is a growing wealth management firm serving ultra-high net...  ...over $100 billion in client assets under management, advisory,...  ...The Investment Operations Associate position offers an...  ...operations team focused on private fund investments, separately... 
    Private
    Asset
    Full time
    Work at office
    Flexible hours

    Pathstone

    Atlanta, GA
    9 hours ago
  • $150k - $250k

     ...Key Account Executive, US Wealth ~202601902 ~Atlanta, Georgia...  ...investment engine for wealth managers, intermediaries, and platforms...  ...management, investment consulting, or asset management. ~ Strong...  ...solutions, including alternatives and private markets across different... 
    Private
    Asset
    Full time
    Temporary work
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    WTW

    Atlanta, GA
    18 days ago
  • DescriptionSummary:The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering,...  ...s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.Self-acquires... 
    Private
    Asset
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington-Bank

    Atlanta, GA
    16 hours ago
  •  ...technology platform at the intersection of wealth management and private markets. The platform is designed to...  ...capital, and private credit. Vice President, Product to lead product strategy...  ...financial services (wealth management, asset management, fintech, or related)... 
    Private
    Asset
    Work at office

    BIP Ventures

    Atlanta, GA
    2 days ago
  • Fiduciary Trust International is looking for a Relationship Associate in Atlanta to support HNW clients and ensure a seamless client experience...  .... The role includes collaboration with Trust Officers and Wealth Directors, and requires effective communication skills. The... 

    Fiduciary Trust International

    Atlanta, GA
    16 hours ago
  • Franklin Templeton Investments is hiring a Relationship Associate for its Atlanta office, primarily focusing on high-net-worth clients...  ...include account administration and supporting wealth management strategies. A competitive compensation package, including bonuses... 
    Work at office

    Franklin Templeton Investments

    Atlanta, GA
    4 days ago
  • CFA Institute in Atlanta, GA, is seeking a Senior Wealth Strategy Associate to develop wealth management strategies and provide analysis for financial advisors. This role requires exceptional communication and analytical skills along with a strong educational background... 

    CFA Institute

    Atlanta, GA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealt[...]. Be the first to apply!