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

Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach

Goldman Sachs Group, Inc.

West Palm Beach, FL, United States Job Description Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day‑to‑day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad‑hoc items tied to client requests. This is a longer‑term role working closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships. Responsibilities Act as the ‘Chief Investment Officer’ of the PWM team, exhibiting expertise across asset classes and investment vehicles. Develop relationships with clients and act as the primary point of contact for account‑related questions. Conduct client‑facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk/return. Assist in the day‑to‑day management of client accounts, including portfolio implementation and re‑balancing across asset classes. Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance. Lead or participate in cross‑functional group projects to improve quality and efficiency within the PWM team. Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts. Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios. Drive team efficiency by streamlining operations flows, strategic business planning, and support/service infrastructure. Skills & Experience We Are Looking For Bachelor’s degree required (CPA, JD, or MBA degrees welcome). 5+ years of investment management, investment banking, or comparable experience. Strong leadership skills and record of demonstrated achievement. Ability to work in a fast‑paced environment and think clearly under pressure. Strong interest in the financial markets and good investment sense/commercial instinct. Ability to multi‑task and work with numerous colleagues and desks across the Firm. Strong verbal and written communication skills. Strong organizational and interpersonal skills. Detail‑oriented and highly organized. Strong financial modeling and presentation skills. SIE, Series 3, 7 and 63 (must be obtained within three months of employment). Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy. #J-18808-Ljbffr Goldman Sachs Group, Inc.

Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach in West Palm Beach, FL vacancy
  • Wealth Management Across Wealth Management, Goldman Sachs helps empower...  ...around the world to reach their financial goals. Our advisor-led...  ...provide financial planning, investment management, banking and comprehensive...  .... Financial Investment Professionals (FIPs) will support Private... 
    Financial

    Goldman Sachs

    West Palm Beach, FL
    4 days ago
  •  ...Goldman Sachs Asset & Wealth Management is an opportunity...  ...in exciting investment opportunities while...  ..., foundations, financial advisors and individuals...  .... With over 350 professionals across 11 offices...  ...Job Category Associate Locations West Palm Beach, FL, United... 
    Financial

    Goldman Sachs

    West Palm Beach, FL
    1 day ago
  • Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers...  ...world to reach their financial goals. Our advisor-led wealth...  ...financial planning, investment management, banking and...  ...Record of academic and professional achievementFour plus years... 
    Financial

    Goldman Sachs

    West Palm Beach, FL
    3 days ago
  • 2026 | Americas | West Palm Beach | Wealth Management, Private Wealth Management | New...  ...the next level Build your professional network and interact with...  ...the world to reach their financial goals. Our advisor-led...  ...provide financial planning, investment management, banking and... 
    Financial
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    West Palm Beach, FL
    3 days ago
  • $40k - $65k

    Join to apply for the Financial Services Professional - West Palm Beach, FL role at Bankers Life . Bankers Life, a respected brand in the Financial Services...  .... Explore career pathways in leadership, wealth management, and retirement planning. What makes a great Financial... 
    Financial
    Work at office
    Flexible hours

    Bankers Life

    West Palm Beach, FL
    4 days ago
  • Private Wealth Advisor Across Wealth Management, Goldman Sachs helps empower clients and...  ...the world to reach their financial goals. Our advisor-led...  ...provide financial planning, investment management, banking and...  ...Record of academic and professional achievement Four plus... 
    Financial

    Goldman Sachs

    West Palm Beach, FL
    4 days ago
  • $130k - $140k

    Related Management Company is seeking an experienced General Manager for The Laurel in West Palm Beach, FL. This role involves overseeing daily operations, including financial management, leasing activities, and...  ...financial incentives, and professional development... 
    Financial

    Related Management Company

    West Palm Beach, FL
    1 day ago
  • Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe...  ...expect to participate in exciting investment opportunities while...  ...companies, endowments, foundations, financial advisors and individuals.Role... 
    Financial

    Goldman Sachs

    West Palm Beach, FL
    4 days ago
  •  ...Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a...  ...a sales environment Ability to professionally represent Fifth Third Bank in verbal...  ...#LI-JH1 Financial Center Manager Associate (West Palm Beach, Boynton Beach) At Fifth Third, we... 
    Financial
    Work at office

    Fifth Third Bank

    West Palm Beach, FL
    2 days ago
  • $29.39 - $48.99 per hour

     ...Provides comprehensive investment management services to Wealth Advisory Services...  ...Operates within a professional team environment...  ...with individual financial goals of clients.Primary...  ...as a support associate to assigned...  ...compensation.Location:Palm Beach, Florida, United States... 
    Financial
    Hourly pay
    Full time
    Work experience placement
    Work at office

    M&T Bank

    Palm Beach, FL
    4 days ago
  • Work Location:West Palm Beach, Florida, United States...  ...Relationship Manager II will serve as...  ...and High Net Worth Investing with expertise in...  ...supporting an integrated Wealth Management...  ...public in a professional mannerBe involved...  ...minimum of 10 years financial services experience... 
    Financial
    Full time
    Local area
    Work from home
    Flexible hours

    TD Bank

    West Palm Beach, FL
    12 hours ago
  • $130k - $140k

    Related Companies in West Palm Beach, FL is seeking a highly skilled General Manager to oversee daily property operations at The Laurel. This role is responsible for managing financial aspects, hiring and training staff, and ensuring compliance with regulations. The ideal... 
    Financial

    Related Companies

    West Palm Beach, FL
    1 day ago
  • $110k - $140k

     ...seeking an experienced Regional Property Manager to focus on lease-up execution and...  ...growth for multifamily communities in West Palm Beach, FL. The ideal candidate will possess over...  ...involves leading onsite teams, optimizing financial performance, and conducting regular... 
    Financial

    AllSearch Staffing Group

    West Palm Beach, FL
    2 days ago
  •  ...to help make financial lives better through...  ...:Manages an extensive portfolio...  ..., borrow, and invest for their current...  ...Exchange, and Wealth Management and...  ...transactions. Professional proven sales...  ...team of bank associates to solve client...  ...: WEST PALM BEACHType: Full... 
    Financial
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    West Palm Beach, FL
    4 days ago
  • $140k

     ...We are recruiting for a General Manager in West Palm Beach, FL on behalf of an established and...  ...Manage the regional P&L, monitor financial performance, collaborate with executive...  ...toward key benchmarks. Capable of professionally speaking to and reporting regional financial... 
    Financial
    Local area

    Bemana, LLC

    West Palm Beach, FL
    12 days ago
  • Atlantic Group in West Palm Beach, FL is seeking a Fund Accountant (Private Credit) to support fund accounting, financial reporting, and investment operations within a growing alternative asset management environment. The ideal candidate will have 2-4 years of fund accounting... 
    Financial

    Atlantic Group

    West Palm Beach, FL
    1 day ago
  • NYU Langone Florida is seeking a Business Manager for the West Palm Beach ASC-Day Shift to lead financial operations, budgeting and office management. The role reports to the Sr. Manager, Operations and collaborates with divisions to ensure the budget process runs smoothly... 
    Financial
    Work at office
    Day shift

    NYU Langone Hospitals

    West Palm Beach, FL
    1 day ago
  •  ...Full office day) Location: West Palm Beach About Us Harmony...  ...Psychological Evaluations, Medication Management, Psychotherapy & Counseling...  ...Our team of mental health professionals includes psychiatrists,...  ...will not receive financial compensation or wages for their... 
    Financial
    Internship
    Work at office
    Flexible hours

    Harmony United Psychiatric Care

    West Palm Beach, FL
    3 days ago
  • $140k

    We are recruiting for a General Manager in West Palm Beach, FL , on behalf of an established and rapidly...  .... Manage the regional P&L, monitor financial performance, collaborate with...  ...toward key benchmarks. Capable of professionally speaking to and reporting regional financial... 
    Financial
    Local area

    Bemana, LLC

    West Palm Beach, FL
    1 day ago
  •  ...division of J.P. Morgan Wealth Management, offers U.S. based clients...  ...largest and most respected financial firms in the world. Our...  ...clients’ specific needs.As an Investment Associate in J.P. Morgan Advisors,...  ...while maintaining professionalism in difficult situations.Preferred... 
    Financial
    Shift work

    JP Morgan Chase

    Palm Beach Gardens, FL
    4 days ago
  • Technical Supervisor - Radiology (West Palm Beach, Florida) Allied Health -->...  ...Reporting to the Technical Manager - Radiology, the Technical...  ...service recovery efforts. Professional Responsibilities Maintains...  ...employees have access to financial security benefits, a... 
    Financial
    Full time

    NYU Langone Health

    West Palm Beach, FL
    2 days ago
  • Goldman Sachs Group, Inc. in West Palm Beach, FL is seeking Financial Investment Professionals to support Private Wealth Advisors in day-to-day client coverage. You will help with portfolio construction, asset allocation, performance analyses, and client requests, enabling... 
    Financial

    Goldman Sachs Group, Inc.

    West Palm Beach, FL
    16 hours ago
  • $139.7k - $232.9k

     ...solutions for a comprehensive wealth management strategy for individuals,...  ...Managers, Custom Credit, Investment Advisors and Trust Officers...  ...to assess client's current financial situation, goals and objectives...  ...compensation.Location:Palm Beach, Florida, United States of... 
    Financial
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Palm Beach, FL
    3 days ago
  •  ...VICE PRESIDENT, PHILANTHROPIC SERVICES...  ...for Palm Beach and Martin...  ..., wealth advisor,...  ...planned giving professional, this role...  ...and wealth managers who...  ...Location West Palm Beach...  ...planning, and investment concepts...  ...family, financial, and...  ...councils, bar association events,... 
    Financial
    Full time

    Community Foundation for Palm Beach & Martin Counties Inc-

    West Palm Beach, FL
    16 hours ago
  •  ...Asset & Wealth Management, XIG, Private Markets, Platform Management, Associate West Palm Beach, Florida, United States Job...  ...participate in exciting investment opportunities...  ...endowments, foundations, financial advisors and...  .... With over 350 professionals across 13 offices... 
    Financial

    Goldman Sachs Group, Inc.

    West Palm Beach, FL
    3 days ago
  •  ...opportunity to join our team as a Manager-West Palm Beach SPD-Day Shift (40 Hours)....  ...practices from AAMI (Association for the Advancement of...  ...ensures they are met. Monitors financial performance and identifies...  ...in a relevant professional organizations. Must possess... 
    Financial
    Work experience placement
    Local area
    Day shift

    NYU Langone Hospitals

    West Palm Beach, FL
    4 days ago
  •  ...join our team as a Business Manager-West Palm Beach ASC-Day Shift (40 Hours)....  ...budget and day-to-day financial operations. Manages all office...  .... Coordinates with Vice Presidents, operations and project managers...  ...to model superb professionalism within a demanding environment... 
    Financial
    Contract work
    Work at office
    Day shift

    NYU Langone Hospitals

    West Palm Beach, FL
    1 day ago
  • $65k - $75k

    Investment Analyst | Real Estate Private Equity | West Palm Beach I’m currently working with a fast‑growing, vertically integrated...  ...Building and maintaining financial models and investment memos Analyzing...  ...at ****@*****.***. #J-18808-Ljbffr Daley And Associates, LLC
    Financial

    Daley And Associates, LLC

    West Palm Beach, FL
    3 days ago
  • WGI, Inc. in West Palm Beach, FL is seeking an Accounts Payable and Accounts Receivable Specialist to join our growing finance team. You will manage both inbound and outbound financial transactions, ensuring invoices are processed accurately and payments are made on time... 
    Financial

    WGI Inc

    West Palm Beach, FL
    1 day ago
  •  ...your next step as a seasoned professional, the EisnerAmper experience...  ...are seeking a Consulting Manager - CDBG-DR in our Government...  ...as diverse as sophisticated financial institutions and start‑ups,...  ....com Preferred Location: West Palm Beach #J-18808-Ljbffr EisnerAmper
    Financial
    Work at office
    Local area
    Remote work

    EisnerAmper

    West Palm Beach, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach. Be the first to apply!