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职位Goldman Sachs

Asset & Wealth Management - Private Wealth Advisor - San Francisco

Goldman Sachs

Asset & Wealth Management - Private Wealth Advisor - San Francisco

Goldman Sachs

San Francisco, California, United States

·

On-site

·

Full-time

·

4w ago

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

Salary Range

At the Associate level, the expected base salary for this San Francisco, California, 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.

At the Vice President level, the expected base salary for this San Francisco, California, United States-based position is $85,000 - $270,000. 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.

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.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2021. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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关于Goldman Sachs

Goldman Sachs

The Goldman Sachs Group, Inc. is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in the Battery Park City neighborhood of Manhattan in New York City, with regional offices in many international financial centers.

45,000+

员工数

Lower Manhattan

总部位置

$80B

企业估值

评价

3.9

10条评价

工作生活平衡

2.3

薪酬

4.2

企业文化

3.8

职业发展

4.5

管理层

3.7

72%

推荐给朋友

优点

Excellent training and learning programs

Strong career growth and promotion opportunities

Competitive salary and comprehensive benefits

缺点

Poor work-life balance

Long hours and late work expectations

High stress and overwhelming workload

薪资范围

20,304个数据点

Junior/L3

VP

Intern

Junior/L3 · Analyst

40份报告

$58,500

年薪总额

基本工资

$51,000

股票

-

奖金

-

$54,600

$89,700

面试经验

5次面试

难度

3.0

/ 5

时长

21-35周

体验

正面 0%

中性 60%

负面 40%

面试流程

1

Application Review

2

Phone Screen/HireVue Video Interview

3

Superday/Panel Interview

4

Final Decision

常见问题

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study