Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
$75k - $160kGoldman Sachs
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.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.Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) across both existing client relationships and new business generation. In this role, BDPs will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. High performing BDPs are expected to transition into the PWA role and begin building their own book of business.HOW YOU WILL FULFILL YOUR POTENTIALWork closely with PWAs to both support existing client relationships and drive new business generationConduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / returnMonitor macroeconomic trends and internal research publications, considering their potential impact on client portfoliosAct as the growth engine for the PWM team across both wallet share and new businessDevelop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client eventsAct as the PWM team’s central point of contact for client relationship management in SalesforceParticipate in the PWM team’s prospective client meetings and coordinate follow-up, as neededManage internal new business strategy meetings, developing agendas and driving associated action itemsSKILLS & EXPERIENCE WE ARE LOOKING FORBachelor's degreeRelated financial services experience of 3+ yearsInterest in pursuing a career as a Private Wealth AdvisorAbility to work in a fast-paced environment and think clearly under pressureStrong interest in the financial markets and good investment sense/commercial instinctAbility to multi-task and work with a variety of partners across the firmEntrepreneurial spirit coupled with a desire to work in a team-oriented environmentExcellent verbal and written communication skillsStrong interpersonal skills and ability to build and foster a strong network of relationshipsCreative approach to problem solvingStrong project management and organizational skillsSIE, 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 policyABOUT GOLDMAN SACHSAt Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2025. All rights reserved.Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.The expected base salary for this Seattle, Washington, United States-based position is $75,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.Posting Date: 2026-04-17
- ...program Our New Associate Program is a... ...part of our business and develop... ...with senior professionals and clients.... ...the division Asset & Wealth Management (AWM) offers... ...professional development. Our culture... ...Management includes Private Wealth... ...Associate Locations Seattle, WA, United...PrivateAssetFull timeApprenticeshipWork at office
$60k - $125k
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst-Seattle location_on Seattle, WA, United States Are you... ...support all aspects of our business from an operational and... ...from our training and development opportunities and...PrivateAssetFull timeTemporary workPart timeWork at officeLocal area- ...Associate Advisor Greater Seattle Area ISC's Financial... ...customized wealth management and... ...individuals, business owners, entrepreneurs... ...as a developmental advisory role... ...management professional seeking... ...on markets, asset classes, and... ...management, private wealth, family...PrivateAssetFor contractorsWork at office
- ...Senior Lead Private Wealth Portfolio Manager to lead a regional... ...investment professionals to drive... ...and support business growth... ...contributingto talent development initiatives.... ...Client Associate.Demonstrated... ...construction, asset allocation,... ...:Seattle, WASan Francisco...PrivateAssetFull timeWork experience placementWork at office
- ...Private Wealth Planner The Private Client experience... ...a pathway to Wealth Management through comprehensive... ...their goals and the asset allocation needed. This... ...with them to develop business opportunities with new... ...record of partnering with professional advisors (such as...PrivateAssetWork at office
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...their goals and the asset allocation needed.... ...with them to develop business opportunities with... ...of partnering with professional advisors (such as CPAs...PrivateAssetWork at office
$75k - $160k
...and experiences to build a business within Goldman Sachs... ...advisor who delivers holistic private wealth management advice to help clients bring... ...Record of academic and professional achievement Four plus years... ...sales, fundraising, business development or investing experience...PrivateAssetFull timeTemporary workPart time- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...their goals and the asset allocation needed.... ...integrated team to develop business opportunities with... ...of partnering with professional advisors such as...PrivateAssetWork at office
- ...features. Talent Acquisition & Business Development @ Next Level Recruiting | Investment Banking | Private Equity | Family Office | Wealth Management | Tax Wealth Manager/Research Analyst Seattle, WA Our client is a well... ...trends and engage with asset managers and research...PrivateAssetFull timeWork at office
- Goldman Sachs seeks a Wealth Management Professional to support private wealth clients in Seattle. This role focuses on onboarding, relationship management and ensuring client... ...with Private Wealth Advisors, manage asset moves, and help identify opportunities for wealth...PrivateAsset
$140k - $180k
...financial advisors and wealth management clients on banking... ...tracking and reporting on business results, and sharing... ...Bellevue, Minneapolis, Seattle Your team You’ll join... ...mortgage banking and private banking products, and... ...also provide diversified asset management solutions...PrivateAssetFull timeFlexible hours- ...offering a full-time New Analyst Program in Seattle, Washington, aimed at final year undergraduate... ...relationships, and gain valuable skills to support the wealth management business. The program includes opportunities for professional networking and career growth, alongside...Full time
$150k
...SectorAsset and Wealth ManagementSpecialismIndustry... ...an Asset & Wealth Management Tax Director, you... ..., and assisting businesses in meeting their... ...and lead business development efforts, making... ...and fostering professional development- Collaborating... ...; WA-Seattle; CT-Hartford; TX...AssetFull timeH1b$99k - $266k
.../SectorAsset and Wealth ManagementSpecialismIndustry... ...individuals help businesses navigate complex... ...strengths, and managing performance to... ...and reinforce professional and technical... ...handling proprietary assets, or collaborating... ...PR-San Juan; WA-Seattle; NY-Albany; CT-...AssetFull timeH1b- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...Client Advisor in Chase Wealth Management, you will offer... ...diversity Build a book of business and deliver personalized investment... ...business has ~$400 billion in assets under management and ~4,000...Asset
$165k - $345k
...1 5th Avenue, Seattle WashingtonJob... ...SummaryThe Family Wealth Strategist... ...in investible assets. This senior-level... ..., and managing the full spectrum... ...goals.Lead the development and execution... ...capabilities.Sales & Business DevelopmentAct... ...(COIs), professional networks, and...PrivateAssetFull timeWork at officeFlexible hoursNight shift- KeyCorp’s Wealth Management group seeks a Wealth Market Leader to drive sales and asset growth within a defined Seattle territory through a team of Private Client Advisors and Private Client Bankers. You will recruit, train, coach, and retain sales staff, while developing...Asset
$65k
...Helping the customers and businesses we serve to make... ...Job Description The Wealth Management Advisor (WMA) position... ...clients using U.S. Bank’s Asset Management Group (AMG... ...knowledge of private banking products and... ...sales and new business development skills. Well-developed...PrivateAssetTemporary workWork experience placement- Goldman Sachs Wealth Management is seeking professionals to support Private Wealth Advisors in building and managing client portfolios for ultra-high and high net... ...proactive client outreach to grow the book of business. Ideal candidates hold a Bachelor's degree with 3...Private
- ...Asset & Wealth Management-Seattle-Vice President, Software Engineering-10431266 location_on Seattle, WA... ...solutions in support of its global businesses. Design and implement high-quality,... ...gathering, user story refinement, development, testing (unit, integration and regression...AssetFull timeTemporary workWork at office
$70k - $95k
...Service & Operations Associate — Wealth Management Company: One Oak... ...: South Lake Union, Seattle, WA (in-office, Mon-... ...experienced operations professional to serve as the... ...Bachelor’s degree in business, finance, or a related... ...management, brokerage, or private banking operations...PrivateWork at office$160k - $170k
Highland Private Wealth Management is a multi-office advisory practice with locations in Bellevue and Ellensburg, providing... ...This is an ideal environment for entrepreneurial professionals: ownership, business development, and meaningful client impact are core to the role...PrivatePermanent employmentWork at officeLocal areaRemote work- Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance... ...returns, and advise clients on business succession planning. The ideal candidate... .... Join a team that values professional development, work-life balance, and strong...Private
$112k - $210k
...1301 5th Avenue, Seattle Washington ABOUT THE JOB: The Wealth Market Leader is... ...growing sales and assets within a defined... ...through a team of Private Client Advisors.... ...training, coaching, development, and retention of... ...and securing the business; management and delivery of...AssetTemporary workWork at officeFlexible hours$81k - $100k
Threadline Wealth is an independent SEC-registered... ..., families, and business owners. We... ...wealth management and investment solutions... ...Committee reporting, private investment... ...assist investment professionals with quantitative... ...reviews, and business development activities....PrivateFull timeWork at officeRemote work- ...client is a local RIA managing several billion in client assets across the Pacific... ...-driven new business and lateral advisor... ...relationships. New Business Development Meet with... ...Mentor junior advisors/associates as book and team... ...financial advisor/wealth advisor with...PrivateAssetLocal area
$100k - $130k
...Location : Seattle, WA (Hybrid) Our client is an established, growing private wealth management firm seeking a **Associate Wealth Advisor**, an integral part of the team serving as the... ...under the management of higher-level professionals or on their own Works with clients...PrivateFull timeWork at office$99k - $266k
...SectorAsset and Wealth... ...obligations while managing the impact tax has on their business. You’ll advise... ...we have the PwC Professional; our global leadership development framework. It gives... ...credits and fixed asset depreciation; and... ...PR-San Juan; WA-Seattle; CT-Stamford; FL...AssetFull timeH1bLocal areaOverseas$77k - $214k
...SectorAsset and Wealth... ...individuals help businesses navigate complex... ...learning how to manage and inspire... ...and address development areas.... ...and reinforce professional and technical... ...As a Senior Associate you shall analyze... ...proprietary assets, or... ...Valley; WA-Seattle; FL-Tampa; GA...AssetFull timeSecond jobH1b- ...1. Cultivates and manages deep, long-term relationships... ...customized Wealth Management... ...facilities, banking, asset management, budgeting... ...in the development of new and integrated... ...a relevant field (Business Administration, Finance... ....SummaryLocation: Seattle, WAType: Full time...PrivateAssetFull timeTemporary workFlexible hours
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