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
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients... ..., data and design. Private Wealth Management (PWM) Goldman... ...beyond. Business Development Professionals (BDPs) will work alongside... ...spanning strategic and tactical asset allocation as well as...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- ...delivering customized wealth management and investment... ...alongside Advisors and Senior Advisors, this individual... ...ambitious wealth management professional seeking direct client... ...research on markets, asset classes, and... ...within wealth management, private wealth, family office...PrivateAssetFor contractorsWork 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- ...Vice President, Private Wealth Planner The Private Client experience... ...offers a pathway to Wealth Management through comprehensive, expert... ...achieving their goals and the asset allocation needed. This... ...track record of partnering with professional advisors (such as CPAs or T&...PrivateAssetWork at office
$75k - $160k
...relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full... ..., skills and experience Record of academic and professional achievement Four plus years of private wealth management...PrivateAssetFull timeTemporary workPart time$77k - $214k
...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...recommendations. Uphold and reinforce professional and technical standards (e.g. refer... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorAssetFull timeH1b$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm... ...$8.5 billion in client assets and 26 locations across... ...planning team and external professionals using tax-efficiency...PrivateAssetTemporary workWork at officeFlexible hours$77k - $214k
...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...recommendations. Uphold and reinforce professional and technical standards (e.g. refer... ...creative tax solutions. As a Senior Associate you will analyze complex problems...SeniorAssetFull timeH1b- ...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
- 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
- U.S. Bank in Seattle is seeking a Private Wealth Advisor to identify and deepen client relationships while managing various aspects of wealth and estate planning. The role... ...possess a Bachelor’s degree and relevant professional designations. This position offers hybrid...SeniorPrivateWork at officeRemote work
$236.56k - $414.12k
...Wealth Management Advisor Northern Trust, a Fortune 500 company, is a globally recognized, award... ..., credit facilities, banking, asset management, budgeting, insurance, charitable... ...within the organization is encouraged, senior leaders are accessible, and you can take...PrivateAssetTemporary workFlexible hours- 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
$65k - $80.2k
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment... ...WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp... ...and services Extensive knowledge of private banking products and services,...PrivateAssetTemporary workWork experience placementLocal area$75k - $125k
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle location_on Seattle, Washington, United States YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers...PrivateAssetFull timeTemporary workPart timeWork at office$75k - $125k
...closely with portfolio managers, and the ability to... ...our business. Across Wealth Management, Goldman Sachs... .... Goldman Sachs Private Wealth Management (PWM... ...portfolio holdings, analyzing asset allocations,... ...opportunities to grow professionally and personally, from our...PrivateAssetFull timeTemporary workPart time$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to enhance client relationships and deliver exceptional service. The ideal candidate... ...net worth clients, collaborate with advisors, and oversee asset movements. Qualified applicants must have a Bachelor's...Asset- ...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 ~...SeniorAsset
$146.76k - $278.24k
...Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance... ..., has an incredible career opportunity for a **Tax Senior Manager, Private Wealth** to join our growing High Net Worth Texas Tax practice!...SeniorPrivatePrivate practiceLocal areaWorldwide$165k - $345k
...Family Wealth Strategist Location: 1301 5th Avenue, Seattle... ...with $25MM+ in investible assets. This senior-level role is responsible for... ...relationships, and managing the full spectrum of client... ...Centers of Influence (COIs), professional networks, and strategic events...PrivateAssetWork experience placementWork at officeFlexible hoursNight shift$75k - $160k
Goldman Sachs is seeking Wealth Management Professionals in Washington, D.C. to enhance client service. Ideal candidates will have a Bachelor's Degree and 2-4 years experience in the financial industry. Responsibilities include managing client relationships and executing...Private- A leading global investment management firm in Seattle seeks a Wealth Management Professional to manage relationships with ultra-high net worth clients. The role involves delivering world-class financial solutions and ensuring client satisfaction. Candidates should have...Private
- ...Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth... ...We are seeking an experienced Senior Analyst to join our GC Wealth team... ...reporting. This experienced professional works closely with Wealth Managers...SeniorAsset
$75k - $160k
Goldman Sachs, Inc. seeks a Business Development Professional in Wealth Management in Seattle. This role focuses on supporting existing client relationships while driving new business growth. Ideal candidates possess a degree and 3+ years in financial services. Responsibilities...Private- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes... ..., along with a comprehensive benefits package that supports both personal and professional growth. #J-18808-Ljbffr Charles SchwabSenior
$112k - $210k
...Seattle WashingtonABOUT THE JOB:The Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market... ...selection and securing the business; management and delivery of products across the...AssetTemporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior A[...]. Be the first to apply!
- asset manager - commercial real estate Seattle, WA
- software asset management analyst Seattle, WA
- asset protection associate Seattle, WA
- asset protection Seattle, WA
- senior fixed asset accountant Seattle, WA
- asset finance Seattle, WA
- asset protection specialist Seattle, WA
- asset management associate Seattle, WA
- entry level asset management Seattle, WA
- analyst asset management Seattle, WA


