Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate[...]
$75k - $160kGoldman Sachs
Job Description Goldman Sachs is seeking ambitious Wealth Management Professionals to deliver exceptional client service and operational support in Private Wealth Management. The role focuses on managing client onboarding, trade execution, risk oversight, and relationship management for ultra‑high-net‑worth clients. 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 clients to the firm’s offerings including client reporting, digital capabilities, and banking services. Identify opportunities for wealth advisory services. Understand client suitability and risk tolerance. Help identify and prevent fraudulent activities. Work with middle and back‑office colleagues to ensure an exceptional client experience. Execute, process, and reconcile trading and other investment‑related transactions. Lead or participate in divisional efforts to improve efficiencies within the PWM business. Participate in local training and recruiting. Serve as a coach/mentor for less tenured teammates. Qualifications Bachelor’s Degree required. 2‑4 years of preferable 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 autonomously yet collaboratively. Strong verbal and written communication skills, along with organizational and interpersonal skills. Commitment to excellence and a high level of integrity. Interest in the Financial Services Industry. SIE, Series 7 and 63 licenses required. Location Washington, District of Columbia, United States. Compensation and Benefits Base salary range $75,000‑$160,000. Eligible for discretionary bonus as an active employee as of fiscal year‑end. Goldman Sachs offers competitive benefits, wellness programs, and training opportunities. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. © The Goldman Sachs Group, Inc., 2026. All rights reserved. #J-18808-Ljbffr Goldman Sachs
$75k - $160k
...career at the pinnacle of global wealth management. Goldman Sachs is looking... ...ambitious Wealth Management Professionals who possess a deep passion... ...technology, data and design. Private Wealth Management (PWM)... ...service our clients Oversee asset movements, portfolio implementations...PrivateAssetFull timeTemporary workPart timeLocal area$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment... ...with Advisors to provide asset allocation recommendations... ...Collaborate and network with senior professionals throughout the firm to... ...service and support. Associate Development Program (ADP)...PrivateAssetTemporary work- Goldman Sachs is hiring an entry-level Asset & Wealth Management Professional for its Washington, D.C. office. The role involves managing client relationships and providing operational support for ultra-high net worth clients. Candidates should have a Bachelor's degree...PrivateAssetWork at office
$76k - $82k
Position Overview Bernstein Private Wealth Management is a premier investment... ...with Advisors to provide asset allocation recommendations... ...Collaborate and network with senior professionals throughout the firm to... ...service and support. Associate Development Program (ADP)...PrivateAssetTemporary work- ...About the program Our New Associate Program is a full-time... ...interact closely with senior professionals and clients. As a... ...opportunities About the division Wealth Management includes Private Wealth Management,... ...States Areas of the Firm Asset & Wealth Management Anaplan...PrivateAssetFull timeWork at office
$75k - $160k
Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC Across Wealth Management, Goldman Sachs helps empower clients and customers around... ..., skills and experience: Record of academic and professional achievement. Four plus years of private wealth management...PrivateAssetFull timeTemporary workPart time$76k - $82k
...Washington D.C. is seeking candidates for an investment management position within Bernstein Private Wealth Management. This role involves partnering with... ...Advisors to deliver exceptional client service, focusing on asset allocation and wealth planning. The ideal candidate...PrivateAsset- Job Overview A law firm seeks a Private Wealth Associate with 3-5 years of experience to join its team... ...strategies, succession planning, and asset protection. Collaborate with internal... .... Clear path to advancement and professional growth opportunities. Entrepreneurial...PrivateAsset
- ...Morgan is a global leader in asset and wealth management with assets under... ...1.4 trillion. J.P. Morgan Private Bank has been helping the... ...to perform all job duties associated with the role: FINRA SIE,... ...Supervisory, Risk or Compliance professional preferred Experience working...PrivateAssetLocal area
$50k - $115k
...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... ...position. Four‑year college degree or professional certification preferred. Active...PrivateTemporary workWork experience placementLocal area- Goldman Sachs Group, Inc. is seeking a Wealth Management Professional in Washington, D.C. to provide exceptional client service and operational support for ultra-high net worth clients. This role involves managing client onboarding, delivering tailored investment solutions...Private
$50k - $115k
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... ...required Four-year college degree or professional certification preferred Active...PrivateTemporary workWork experience placementLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor... ...or financial planning professionals who are ambitious and want...Private
- ...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... ...Columbia, United States Areas of the Firm Asset & Wealth Management Anaplan Salary...PrivateAssetFull timeWork at office
$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...work alongside our practice office professionals who are knowledgeable and experienced... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation...PrivateAssetSummer holidayWork at officeLocal areaFlexible hours- Wealth Planning & Advice is a group of experts in trusts & estates... ...(operating businesses, private foundations, etc.). Our role... ...opportunities both simple (e.g., asset titling, beneficiary designations... ..., and concentrated position management (such as 10b5-1 plans,...PrivateAssetWork at officeLocal area
$50k - $115k
...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...• Four-year college degree or professional certification preferred • Active Series...PrivateFull timeTemporary workWork experience placementLocal area- Goldman Sachs Bank AG is seeking a Wealth Management Professional for their Washington D.C. office. In this role, you will leverage your client service skills and financial knowledge to support ultra-high net worth clients. You'll be responsible for managing client relationships...Work at office
- ...families through integrated wealth and investment solutions. Managing more than $5 billion across advisory mandates, private funds, and affiliated... ...ensemble of exceptional professionals with diverse, multi-disciplinary... ...knowledge of various asset classes, investment...PrivateAssetWork at officeLocal areaWork from homeWorldwide
- Senior Advisor, Wealth Management - The Baldwin Group Financial Services page is loaded## Senior... ...collaborate across practices to protect assets, optimize incomes, and help clients... ...retirement planning, and all areas of private and personal insurance. Since 2011, we’...PrivateAssetContract workLocal areaRemote work
- BCG Attorney Search is looking for a Private Wealth Associate in Washington, D.C. The ideal candidate will have 3-5 years of experience in... ...with estate administrations, and collaborating with various professionals. The firm offers a supportive culture with a clear path...Private
$190k - $215k
...Located in Tysons Corner, VA, VWG Wealth Management delivers planning‑driven,... ...team, contributing to asset‑allocation frameworks, structured... ...evaluation and oversight of private and alternative investments... ...on employee happiness and professional development. We offer a fun,...PrivateAssetPermanent employmentLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shiftWeekday work$83.92k - $125.88k
## Wealth Relationship Manager SAFE Act - DC AreaApplylocations: Washington District... ...SAFE Act is a seasoned professional role. Applies in-depth... ...Citigroup, its clients and assets, by driving compliance with... ...--## **Job Family Group:**Private Client Coverage-----------...AssetFull timeWork at office$75k - $95k
...Wealthspire, a leading wealth management, institutional... ...analysis of the firm’s private wealth client portfolios... ...Evaluate and develop asset allocation, financial... ...Required Education, Professional & Technical Experience... ...that must be met by an associate to successfully...AssetSummer workWork at officeLocal areaRemote workShift work- ...provide additional support to the firm’s Private Wealth Practice in their D.C. office. This... ...are a detail-driven, dependable, professional with strong trusts and estates... ...directives, and HIPAA authorizations. Manage trust and estate asset tracking, financial recordkeeping,...PrivateAssetPrivate practiceWork at officeImmediate startRemote workFlexible hours1 day per week
$75k - $160k
Goldman Sachs is seeking Wealth Management Professionals in Washington, D.C. to deliver exceptional client service and operational support for ultra‑high-net‑worth clients. This role will manage client onboarding, trade execution, risk oversight, and relationship management...$75k - $160k
The Goldman Sachs Group is seeking Wealth Management Professionals in Washington, DC to enhance client relationships and provide operational support. The role requires strong client service skills and organizational abilities to manage investments and client interactions...- ...Job Description Wealth Planning & Advice is a group of experts... ...entities (operating businesses, private foundations, etc.). Our role... ...both simple (e.g., asset titling, beneficiary designations... ...planning, and concentrated position management (such as 10b5-1 plans,...PrivateAssetWork at officeLocal area
- ...Overview Job Description - Wealth Management Associate - DC, Washington (5051) (230000LH) Primary Location UNITED STATES-VA-Falls Church Organization... ...of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...Work experience placementWork at officeLocal areaFlexible hours
$33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering...PrivateTemporary workWork at officeLocal area
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