Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia
Goldman 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.As a Private Wealth Advisor, you will: Leverage your unique background and experiences to build a business within Goldman SachsEstablish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients Provide exceptional client service while maintaining the highest ethical standard in execution Curate a network of intermediaries to help best serve clients across complimentary services Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network Required qualifications, skills and experience: Record of academic and professional achievementFour plus years of private wealth management, financial services, or related professional experience Prior sales, fundraising, business development or investing experience preferred Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) Demonstrated strong connectivity within an established network Entrepreneurial spirit coupled with a desire to work in a team-oriented environmentExceptional client focus, business development, and relationship management skills Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationshipsCreative approach to problem solving and developing innovative solutions for clientsSelf-motivated and able to work in an autonomous, yet collaborative environmentCommitment to excellence and a high level of integrityABOUT 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. All rights reserved.Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender IdentityPosting Date: 2025-12-01
- ...trusted partner for private wealth, endowment &... ..., and investment management clients.Our people... ...week in the office (Philadelphia, PA).OVERVIEW:The... ...the Management Associate is to assist and... ...Managers, Wealth Advisors and Fiduciary Specialists... ..., special asset policies and procedures...PrivateAssetWork at office3 days per week
- ...trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are... ...week in the office (Philadelphia, PA).OVERVIEW:The primary... ...of the Management Associate is to support the Portfolio... ...from which to learn asset allocation,...PrivateAssetWork at office3 days per week
- ...legacy objectives, and broader wealth planning goals. The role will... ...the intersection of wealth management, family office advisory, and... ...impact, advising clients across private foundations, charitable... ...candidate is a consultative advisor and relationship builder who...PrivateAssetWork at office
- ...Senior Wealth Advisor Prosperity is a leading wealth management company dedicated to providing objective financial planning... ...plans for clients. Client asset management, including... ...****@*****.*** Preferred Location: Philadelphia...AssetWork at officeLocal areaRemote work
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...career to the next level.As a Wealth Strategist you will be responsible... ...and understandingWork with advisors to develop business... ...transaction processing and asset management. We offer a competitive total...PrivateAssetPart timeLocal area
- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform.... ...specifically targeting private wealth clients. This role involves managing asset-raising campaigns for various funds...PrivateAsset
- ...trusted partner for private wealth, endowment &... ..., and investment management clients.Our people... ...week in the office (Philadelphia, PA).OVERVIEW:The... ...and illiquid asset functions for the... ...colleagues and client advisors.Fiduciary... ...administrative staff and associates and monitor and...PrivateAssetWork at office3 days per week
$100k - $130k
...Location(s) Posting Location:Philadelphia, Pennsylvania Working... ...New Jersey, MetLife Investment Management (“MIM”) is one of the largest institutional investors and asset managers in the world, with approximately... ...a strength in public and private fixed income and private...PrivateAssetFull timeTemporary workWork at officeLocal areaRelocation package3 days per week- ...Senior Wealth Advisor About the Company Prominent regional investment management firm Industry Financial Services Type Privately Held About the Role The Company is seeking... ..., financial planning, asset allocation, cash flow analysis...Asset
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- ## Senior Associate, Institutional MarketingApplylocations: Conshohocken... ...Lane, a global leader in private markets, as we scale to... ...institutional and private wealth investors around the world,... ...and have $1.0 trillion in assets under management and supervision, composed of...PrivateAssetWork at officeFlexible hours
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- ...Ascensus platform by optimizing existing asset manager partnerships, driving co-... ...product innovation, and developing wealth solutions that help advisors and partners serve their clients’ broader... ...innovations in areas such as private investments, stable value, QDIA/Target...PrivateAssetFull timeRemote work
$77.33k - $157.67k
...firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice... ...firms (hedge fund, fund to funds, private equity, real estate) with state and... ...during and after preparation Build and manage client relationships, and supervise, mentor...PrivateAssetLocal areaRemote work$77k - $202k
...services related to financial management and strategy. These... ...driven technologies. As a Senior Associate, you will analyze complex business... ..., handling proprietary assets, or collaborating closely with... ...; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; TX-HoustonType:...AssetFull timeH1b- ...we stand for as a firm.KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join our Business Tax Services practice... ...such as real estate, financial services, hedge funds, private equity, credit, or oil and gas is advantageousBasic understanding...PrivateAssetLocal area
$77k - $202k
...services related to financial management and strategy. These... ...using OneStream. As a Senior Associate, you will analyze complex problems... ...information, handling proprietary assets, or collaborating closely... ...; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; TX-HoustonType:...AssetFull timeH1b$63k - $140k
...services related to financial management and strategy. These... ...deliver quality work. As an Associate you focus on learning and contributing... ..., handling proprietary assets, or collaborating closely with... ...Francisco; CA-Silicon Valley; PA-Philadelphia; WA-Seattle; TX-HoustonType:...AssetFull timeH1b- ...Executive Assistant Philadelphia, Pennsylvania, United States Future... ...support to Executive Committee and Management Committee leaders. This role is... ...is a global alternative asset manager serving institutional and private wealth clients, investing across private...PrivateAssetWork at office
- ...Private Banker We are actively looking for exceptionally talented... ...on building, preserving and managing their wealth. You will use your knowledge... ...results and acquire new assets, both from existing client base... ...provides individuals, advisors and institutions with strategies...PrivateAssetTemporary workWork experience placementLocal area
- ...a trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are... ...to help position your assets for growth and support... ...the office, ideally in Philadelphia, PA but are open to... ...Advisory.Serve as a trusted advisor to institutional...PrivateAssetWork at office3 days per week
$310k
...SUBSCRIPTION LINES - SENIOR ASSOCIATE/COUNSEL ATTORNEYGlobal Finance... ...Charlotte, NC\New York, NY\Philadelphia, PAHYBRIDOur client, a... ...institutions, alternative lenders, and asset managers on sophisticated fund-... ...financings, particularly within the private debt spaceDemonstrated...PrivateAssetPart timeRelocation package$260k
...Credit & Collateralized Loan Obligations Associate AttorneyLocations: New York,... ...client base, including many of the largest asset managers, equity investors, and leading CLO underwriters... ...(CLOs).Prior experience with private credit, CLOs, fund finance, NAV-based facilities...PrivateAssetPart timeRelocation package$200k - $250k
...Sales Director, Wealth ~202601903 ~New York,... ...Connecticut, United States ~Philadelphia, Pennsylvania, United... ...offerings to wealth managers, intermediaries,... ...capabilities, including OCIO, private equity, alternatives,... ...wealth management, asset management, or...PrivateAssetFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...made us a trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are invaluable... ...days per week in the office (Philadelphia, PA).OVERVIEW:Glenmede is... ...Experience in wealth management, asset management, or professional servicesFamiliarity...PrivateAssetWork at office3 days per week
$207.9k - $283.2k
...you succeed. This Managing Director role is... ...clients, attorneys, private equity sponsors,... ...as a trusted advisor to clients on complex... ..., market, and asset-based approaches.... ...publications, professional associations, or thought... ..., Illinois; Philadelphia, Pennsylvania; Dallas...PrivateAssetFull timeContract workPart timeLocal areaFlexible hours$200k - $260k
...Title: Client Portfolio Manager Corporate Title :... ...Overland Park, KS or Philadelphia, PA The pay range... ...four business divisions: Wealth Management, Investment... ...in public and private markets on a global scale... ..., fixed income, multi-asset, and private credit supported...PrivateAssetImmediate startWorldwideRelocation package- ...trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are... ...to help position your assets for growth and... ...week in the office (Philadelphia, PA).OVERVIEW:The OCIO... ...workers, and professional advisors.Strong analytical skills...PrivateAssetWork at office3 days per week
$260k
FINANCIAL SERVICES - ASSOCIATE ATTORNEYFinancial Services & Investment Management Practice GroupLocation: Los Angeles, CA\... ...Francisco, CA\ Boston, MA\New York, NY\Philadelphia, PA\ Washington, DCHYBRIDOur... ...industry’s most sophisticated asset management and financial...AssetPart timeWork at officeRelocation package$99k - $266k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...on key issues like wealth management, compliance, cash... ...lead the way as tax advisors dedicated to... ...handling proprietary assets, or collaborating closely... ...OK-Oklahoma City; PA-Philadelphia; AZ-Phoenix; PA-Pittsburgh...PrivateAssetFull timeH1b
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