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Goldman Sachs

Advises on mergers and trades stocks and bonds

Private Wealth Advisor Vice President - Asset & Wealth Management, Private Wealth Management

Wealth Management & Financial AdvisoryUpdated on Oct 29
Full-timeTampa, FL, USANo salary listedIn-person

About the Job

Requirements

  • A record of academic and professional achievement is required.
  • At least four years of private wealth management, financial services, or related professional experience is required.
  • Series 7, 63, and 3 licenses are required; if unlicensed at hire, they must be obtained within three months of starting at the firm.
  • Demonstrated strong connectivity within an established network is required.
  • Exceptional client focus, business development, and relationship management skills are required.
  • Strong analytical and interpersonal skills and the ability to build and foster a strong network of relationships are required.
  • A creative approach to problem solving and developing innovative solutions for clients is required.
  • The candidate must be self-motivated and able to work autonomously while collaborating with others.
  • A commitment to excellence and a high level of integrity are required.

Responsibilities

  • Build a business within Goldman Sachs by leveraging the advisor's background and experience.
  • Establish, nurture, and grow client relationships by acting as a trusted advisor and delivering holistic private wealth management advice.
  • Partner with internal and external subject matter experts to develop tailored advice for clients.
  • Provide client service while maintaining high ethical standards in execution.
  • Curate a network of intermediaries to serve clients across complementary services.
  • Use the Goldman Sachs platform and network to provide clients with access to investment opportunities.

Desired Qualifications

  • Prior sales, fundraising, business development, or investing experience is preferred.

About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1869

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