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
$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...PrivateAssetFull timeLocal area- 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)...PrivateAssetFull timeWork at officeLocal areaShift work
- 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
- 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...PrivateAsset
- 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...PrivateAsset
$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...AssetWork at office- 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
- 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...AssetFull time
- 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
- 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...AssetFlexible hours
- ...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...PrivateAssetFull timeTemporary workWork at officeLocal area
- 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...PrivateAssetFull timeLocal areaRemote work
- ...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,...PrivateAssetTemporary workWork experience placement
$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...PrivateAssetFull timeWork at officeFlexible hours- ...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...PrivateAssetFull timeWork at office
$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...PrivateAssetSummer holidayWork at officeLocal areaFlexible hours- 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
- ...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...PrivateFull timeWork experience placementLocal area
- ...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
- 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...PrivateAssetWork at officeFlexible hours
- ...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...AssetStart working todayRemote work
- 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...PrivateAssetTemporary workFlexible hours
- 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...PrivateAsset
$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...PrivateAssetFull timeWork at officeFlexible hours$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...PrivateAssetFull timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- 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...PrivateAssetWork at officeRemote workWork from homeFlexible hours
- ...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)...PrivateAssetWork at office
- 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...
- 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
- 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...
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