Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior A[...]
Goldman Sachs, Inc.
Wealth Management Professional Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. Responsibilities Leverage interpersonal skills to contribute to a growing business. Act as key relationship manager for ultra‑high net worth clients. Work closely with Private Wealth Advisors and teammates to service clients. Oversee asset movements, portfolio implementations and leverage understanding of organizational documents, estate planning, and tax concepts. Introduce new and existing clients to the firm’s offerings, including client reporting, digital capabilities, and banking services. Identify opportunities for wealth advisory services for clients. Understand client suitability and risk tolerance. Help identify and prevent fraudulent activities by leveraging deep understanding of clients and their behaviors. Work with middle and back office colleagues to ensure an exceptional client experience. Execute, process, and reconcile trading and other investment‑related transactions. Qualifications Bachelor’s Degree required. Preferred 1–3 years of experience in client service and/or the financial industry. Ability to work in a fast‑paced environment and think clearly under pressure. Strong interest in client service. Self‑motivated and able to work in an autonomous, yet collaborative environment. Strong verbal and written communication skills, as well as strong organizational and interpersonal skills. Commitment to excellence and a high level of integrity. Interest in the Financial Services Industry. SIE, Series 7 and 63 required (must be obtained within three months of employment). Location: Seattle, Washington. This role is located in our Seattle office. Salary: Expected base salary 60,000 – 125,000; discretionary bonus may apply. Goldman Sachs is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr Goldman Sachs, Inc.
- Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Analyst | Seattle Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion...SeniorPrivateAssetWork at office
- Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior Analyst | Seattle location_on Seattle, Washington, United States YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious...SeniorPrivateAssetFull timeTemporary workWork at office
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...alongside our practice office professionals who are knowledgeable and... ...facets of hedge fund, private equity fund and mutual fund... ...Your key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateAssetSummer holidayWork at officeLocal areaFlexible hours$75k - $160k
Business Development Professional - Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth... ...for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk/return. Monitor...PrivateAsset$75k - $160k
Across Wealth Management, Goldman Sachs helps empower clients and customers... ...design. Job Description Private Wealth Management (PWM) specializes... .... Business Development Professionals (BDPs) will work alongside PWAs... ...strategic and tactical asset allocation as well as portfolio...PrivateAssetFull timeTemporary workPart time$60k - $125k
A leading global financial firm is seeking a Wealth Management Professional to join its Seattle office. This role focuses on high-net-worth clients... ...Bachelor's Degree. You will manage client relationships, oversee asset movements, and contribute to delivering innovative...SeniorAssetWork at office$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...PrivateAsset$75k - $125k
...global investment firm in Seattle is seeking Financial Analysts to support Private Wealth Management. You will collaborate with Private Wealth Advisors, monitor client portfolios, and develop asset allocation proposals for high net worth clients. The ideal candidate has...PrivateAsset- ...prepare for the next level Build your professional network and interact with colleagues... ...opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco... ...Washington, United States Areas of the Firm Asset & Wealth Management Anaplan Salary...PrivateAssetFull timeWork at office
$90k - $120k
Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with... ...$8.5 billion in client assets and 26 locations across 1... ...team and external professionals using tax-efficiency strategies...PrivateAssetTemporary workWork at officeFlexible hours- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years...SeniorPrivate
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$75k - $125k
...the desire to work closely with portfolio managers, and the ability to think outside the... ...maintaining and enhancing our business. Private Wealth Management (PWM) Our Financial Analysts... ...monitoring portfolio holdings, analyzing asset allocations, researching potential investments...PrivateAssetFull timeTemporary workPart time- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...SeniorPrivateAsset
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...all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment... ...WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp... ...products and services Extensive knowledge of private banking products and services,...PrivateAssetTemporary workWork experience placementLocal area- ...accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and...SeniorPrivateAsset
- KeyBank is seeking a Family Wealth Strategist in Seattle to serve as the lead advisor... ...families with over $25 million in investible assets. This senior role focuses on prospecting new clients... ...deepening existing relationships, and managing comprehensive client needs including...SeniorAsset
- A leading global wealth management firm is seeking a full-time professional in Bellevue to support a private wealth team. This role involves maintaining client management systems, educational outreach to clients, and preparing materials for client meetings. The ideal candidate...PrivateFull time
$91.22k - $172.95k
...Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice... ...careers to Baker Tilly. Join Baker Tilly in a Tax Manager role with our Private Client Services/Private Wealth team in NorCal! This is a great opportunity to be...PrivateLocal area- ...currently seeking experienced Senior Wealth Advisors to join Beacon... ...providing comprehensive wealth management advice and building long‑term... ...of client acquisition and asset growth. Background in a wirehouse... .... CFP, CFA, or other professional designations preferred. Bachelor...SeniorAsset
$60k - $125k
Goldman Sachs is hiring a Wealth Management Professional in Seattle, WA, focused on delivering exceptional client experiences. This role involves... ...for new clients, executing trades, and collaborating with Private Wealth Advisors. Candidates should have a Bachelor’s...Private$81k
A wealth and asset management firm located in Seattle is seeking an entry-level client service professional. This role involves supporting the Client Service team in operational tasks, gaining expertise in internal systems, and assisting with project management. Candidates...Asset- ...retirement strategy, risk management, and advisory... ...looking for experienced Wealth Managers who can challenge... ...investment policy statements, asset allocation, client suitability... ...Profile 4+ years of professional experience in wealth management, private banking, financial...PrivateAssetRemote jobFor contractorsWork at office
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- ...in Seattle is seeking a Vice President, Wealth Planner. The candidate must have a deep... ...include developing content on wealth management topics, providing customized advice, and... ...applicant will have a college degree and professional certifications like CFP or CPA, strong...Senior
- A leading financial institution in Seattle is hiring a Private Wealth Advisor to manage and develop client relationships in wealth management. The... ...This hybrid role offers opportunities for personal and professional growth along with a competitive salary and comprehensive...Private
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...financial services company is seeking a Wealth Market Leader based in Seattle, WA... ...role involves growing sales and assets through a dedicated team of Private Client Advisors, providing... ...Candidates should have 5-10 years of sales management experience, relevant industry...Asset$75k - $160k
A leading financial institution in Seattle seeks a candidate for Wealth Management. This role involves support for Private Wealth Advisors, conducting client analyses, and driving new business strategies. Candidates must have over 3 years of financial services experience...Private$165k - $345k
...Washington Job Summary The Family Wealth Strategist serves as the... ...with $25MM+ in investible assets. This senior-level role is responsible... ...relationships, and managing the full spectrum of client... ...Centers of Influence (COIs), professional networks, and strategic events...PrivateAssetWork experience placementWork at officeFlexible hoursNight shift$60k - $80k
SEI Investments Company in Seattle is seeking an Account Manager to enhance its Private Wealth Management business. This role involves being the primary client contact, managing account administration, and providing operational support to Wealth Advisors. Candidates should...Private
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