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Goldman Sachs

Advises on mergers and trades stocks and bonds

Asset & Wealth Management - Private Wealth Management, Private Wealth Advisor, Associate/ Vice President, New York

Wealth Management & Financial AdvisoryUpdated on Nov 13
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Record of academic and professional achievement.
  • Four or more years of private wealth management, financial services, or related professional experience.
  • Series 7, 63, and 3 licenses; if unlicensed at hire, the licenses must be obtained within three months of starting at the firm.
  • Demonstrated strong connectivity within an established network.
  • Entrepreneurial spirit and ability to work in a team-oriented environment.
  • Client focus, business development, and relationship management skills.
  • Analytical and interpersonal skills, including the ability to build and foster a strong network of relationships.
  • Creative problem-solving skills and ability to develop innovative solutions for clients.
  • Ability to work autonomously and collaboratively.
  • Commitment to excellence and a high level of integrity.

Responsibilities

  • Build a business within Goldman Sachs by leveraging one's background and experience.
  • Establish, nurture, and grow client relationships as a trusted advisor, delivering holistic private wealth management advice to help clients realize their wealth's potential.
  • 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.
  • Leverage the Goldman Sachs platform and network to provide clients access to investment opportunities.

Desired Qualifications

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

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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