Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Cincinnati
Candidate Experience Site - Lateral
Across 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 Sachs
Establish, 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 achievement
- Four 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 environment
Exceptional client focus, business development, and relationship management skills
Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
Creative approach to problem solving and developing innovative solutions for clients
Self-motivated and able to work in an autonomous, yet collaborative environment
Commitment to excellence and a high level of integrity
ABOUT GOLDMAN SACHS
At 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 .
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.
Healthcare & Medical Services
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
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More
#J-18808-Ljbffr- ...financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive... ...the organization’s Private Wealth Management team, helping clients identify and... ...accounts which have investible assets of $3-75 Million, per client,...PrivateAssetTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...apply to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to... ...professionals Job Info Job Category Associate Locations Cincinnati, OH, United States Areas of the Firm Asset & Wealth...PrivateAssetFull timeApprenticeshipWork at office
- ...Sales - Sales Join Prudential Wealth Advisors and help shape the future of... ...looking for an Associate Managing Director (AMD) to join our leadership... ...transitions, accelerate asset movement, and achieve early... ...public fixed income, private fixed income, fundamental equity...PrivateAssetPart time
- ...Professions Inc in Cincinnati is seeking a Private Wealth Advisor to build and deepen relationships with high-net-worth clients. You will provide holistic wealth management, including investments, estate planning, tax optimization, and fiduciary administration, leveraging...Private
- ...Goldman Sachs Wealth Management seeks a Private Wealth Advisor (VP) to build a standalone client book within the firm and deliver comprehensive wealth management strategies for ultra high net worth and family offices. You will collaborate with internal experts to tailor...Private
- ...Description Summary The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering... ...s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self‑...PrivateAssetWork at officeRemote workWork from homeFlexible hours
$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across... ...is seeking an experienced Private Wealth Advisor to serve high- and ultra-high... ...planning, investment management, and asset allocation — with a team, an...PrivateAssetWork at office$118.17k - $144.43k
...Private Wealth Management (PWM) Private Wealth AdvisorPrivate Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention...PrivateWork experience placementWork at officeRemote workFlexible hours3 days per week- ...to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...families on building, preserving and managing their wealth. You will use your knowledge of... ...Generate business results and acquire new assets, both from existing client base and...PrivateAssetTemporary workWork experience placementLocal area
- ...Bartlett manages over $10.25 billion in assets and has offices in three cities, with a total of 88 employees. Wealth management at Bartlett is a team approach to providing customized... ...each of these functions will vary among advisors based upon skill set and firm needs....AssetWork experience placementWork at officeLocal areaFlexible hours
- ...Wealth Management AdvisorAt U.S. Bank, we're on a journey to do our best.... ...Day One.The Wealth Management Advisor (WMA) position is the... ...advise clients using U.S. Bank's Asset Management Group (AMG) or U.... ...services - Extensive knowledge of private banking products and...PrivateAssetWork experience placement
- ...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
$155.6k - $306.8k
Position Summary As a Manager in Investment and Wealth Management, you will help... ..., Wealth Management, Asset Servicing, and Retirement... ...programs. Drive alternatives and private markets initiatives,... ...management transformation across advisor platforms, custodians,...PrivateAssetLocal areaVisa sponsorship- ...Regional Vice President $5M+ Equity Partnership Opportunity... ...1 Benefits | $5B in Assets About the... ...communities in our Cincinnati, OH market. We... ...thinker with a hands-on management style. What We Offer... ...long-term growth and wealth creation. · High-performance...Asset
- ...are the most valued assets of our company and have... ...below. Location: Cincinnati, OH Job Id: 333 # of... ...Openings: 1 Job Title: Wealth Advisor Full or Part Time: Full... ...Position Reports To: Vice President, Wealth Advisor Position... ...comprehensive wealth management services to...AssetFull timePart timeWork at office
- ...for a Senior Data Engineer - Wealth & Trust Modernization for a contract... ...premier Banking clients in Cincinnati, OH Farmington Hills, MI Frisco... ...industries: Wealth Management Trust Accounting Private Banking Asset Management Investment Operations...PrivateAssetContract work
- ...Vice PresidentThe Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director... ...development support to advisor teams.Duties and ResponsibilitiesResponsible... ...development of wealth advisorsAdhere to all...Temporary workWork at officeImmediate start
- ...Prudential Wealth Advisors seeks an Associate Managing Director to join the leadership team and accelerate growth by attracting, developing, and retaining experienced financial advisors. You will work with the Managing Director to drive advisor transitions, coach teams...
- ...consistently identifying, assessing, managing, monitoring, and reporting risks of all... ...onebanksummerexperience #earlycareers Wealth and Asset Management Co-Op - FULL TIME May 2027-... ...geographic location. LOCATION -- Cincinnati, Ohio 45202 Attention search firms...AssetFull timeInternshipWork at officeFlexible hours
- ...Fifth Third Bank is seeking a Wealth and Asset Management Co-Op in Cincinnati, OH to support structured projects and daily tasks within a line of business. You will collaborate with colleagues, report progress, and contribute to risk-aware operations. The role requires...AssetFull time
- We are looking to expand our team at Kleinfelder Capital! We are a growing RIA firm that specializes in wealth management and comprehensive financial planning. You will have access to our open architecture platform to help your clients achieve their financial and life goals...
- ...Fifth Third Bank in Cincinnati seeks a Business Controls Senior Associate to strengthen risk management within Wealth and Asset Management. You will analyze and improve controls, collaborate with Legal, Compliance, and Audit, and drive remediation actions across the line...Asset
- ...Business Relationship Manager Join the team providing financial solutions to over 3 million small businesses nationwide... ...and referral networkspartnering across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chaseto originate...PrivateAssetWork experience placementWork at office
- ...Financial Group is seeking a results-oriented Comprehensive Wealth Advisor to join our team. In this position, you will engage with clients... ...investment opportunities, retirement planning, and wealth management strategies. As a Comprehensive Wealth Advisor at WealthBridge...
- ...Mainframe Developer (Wealth Management)Location: Cincinnati, OH / Troy, MI / Dallas, TX – Onsite Job Type: ContractWe are seeking an experienced Mainframe... ...SkillsExperience working in Wealth Management or Asset Management platforms.Exposure to financial instruments,...Asset
- ...Senior Vice President, Recycling & Sustainability Cincinnati, Ohio | Full Time | Reports to the CEO... ...: a business with real assets, and real earnings responsibility... ...very little red tape. Private ownership means agility... ...-time Platinum US Best Managed Company, Rumpke has...PrivateAssetFull timeContract workLocal areaNight shiftWeekend work
- ...consistently identifying, assessing, managing, monitoring, and reporting risks of all... ...Ability to demonstrate initiative. Wealth and Asset Management Co‑Op - FULL TIME May 2027-... ...geographic location. LOCATION -- Cincinnati, Ohio 45202 Attention search firms...AssetFull timeWork at officeFlexible hours
- ...Bartlett Wealth Management is seeking a Director, Client Attraction to lead... ...experience and support advisor accountability. This role... ...new client relationships and assets under management. Client... ...employees between its locations in Cincinnati, Chicago, and Louisville,...AssetFlexible hours
- ...would require relocation to the Dayton/Cincinnati area.** Senior Vice President of Operations Who we are and the... ...firm with $5+ billion in assets and more than 30 years of proven success... ...not a role for someone who wants to manage from a distance. We are...AssetFull timeRelocation
- ...Overview Wealth Advisor — Full-time Permanent with Direct Client Location & Work Authorization Cincinnati, OH Work Authorization: US Citizens and Green Card Responsibilities... ...prospecting approaches Invest and manage client accounts in appropriate...Permanent employmentFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Cincinnati. Be the first to apply!
- wealth manager Cincinnati, OH
- wealth management consultant Cincinnati, OH
- wealth management advisor Cincinnati, OH
- financial advisor associate Cincinnati, OH
- financial planning associate Cincinnati, OH
- financial consultant Cincinnati, OH
- finance associate Cincinnati, OH
- senior financial advisor Cincinnati, OH
- associate leveraged finance Cincinnati, OH
- project finance associate Cincinnati, OH





