Talent.com
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Houston
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - HoustonGoldman Sachs • Houston, TX, US
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Houston

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

Goldman Sachs • Houston, TX, US
30+ days ago
Job type
  • Full-time
Job description

Private Wealth Advisor

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
  • 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

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.

Create a job alert for this search

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Houston • Houston, TX, US

Similar jobs
Private Client Wealth Advisor (Vice-President)

Private Client Wealth Advisor (Vice-President)

Westwood Holdings Group • Houston, TX, United States
Full-time
Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.The firm specializes in several distinct inves...Show more
Last updated: 2 days ago • Promoted
VP Relationship Associate, Natural Resources (Energy) Mid-Corp Banking

VP Relationship Associate, Natural Resources (Energy) Mid-Corp Banking

Citigroup Inc • Houston, TX, United States
Full-time
Join Citi Commercial Bank's Natural Resources team in Houston, where you'll play a pivotal role in delivering exceptional banking experiences to our energy sector clients.This is a high-impact posi...Show more
Last updated: 5 days ago • Promoted
Vice President, Business Valuation Litigation - Valuation Advisory

Vice President, Business Valuation Litigation - Valuation Advisory

Stout • Houston, TX, United States
Full-time
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show more
Last updated: 7 days ago • Promoted
Private Wealth Services Tax Manager

Private Wealth Services Tax Manager

Grant Thornton • Houston, TX, United States
Full-time
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth,...Show more
Last updated: 3 days ago • Promoted
Vice President of Sales - Wealth Management

Vice President of Sales - Wealth Management

Fisher Investments Careers • Houston, TX, United States
Full-time
Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of...Show more
Last updated: 8 days ago • Promoted
Associate Director, Investment Banking - U.S. Midstream

Associate Director, Investment Banking - U.S. Midstream

Scotiabank • Houston, TX, United States
Full-time
Associate Director, Investment Banking - U.Please note that the Salary Range shown is a guideline only.Salary offered may vary based on factors, including, but not limited to, the successful candid...Show more
Last updated: 30+ days ago • Promoted
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Houston

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

Goldman Sachs, Inc. • Houston, TX, United States
Full-time
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, includ...Show more
Last updated: 1 day ago • Promoted
Wealth Management Market Development Director

Wealth Management Market Development Director

Trustmark • Houston, TX, United States
Full-time
The Wealth Management Market Development Director will play a pivotal role in driving revenue growth and leading client-facing teams within Trustmark Wealth.This senior leadership position is desig...Show more
Last updated: 3 days ago • Promoted
Private Wealth Advisor (Private Client - Personal Strategy) - Dallas/Houston region

Private Wealth Advisor (Private Client - Personal Strategy) - Dallas/Houston region

Empower Careers • Houston, TX, United States
Full-time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.We have a flexible work environment, and fluid career...Show more
Last updated: 8 days ago • Promoted
Wealth Solutions Advisor

Wealth Solutions Advisor

Empower Careers • Houston, TX, United States
Full-time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.We have a flexible work environment, and fluid career...Show more
Last updated: 10 days ago • Promoted
Vice President, Transaction Advisory Services (FDD) - Multiple Locations

Vice President, Transaction Advisory Services (FDD) - Multiple Locations

Houlihan Lokey • Houston, TX, United States
Full-time
VP Transaction Advisory Services.NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governme...Show more
Last updated: 3 days ago • Promoted
Voya Financial Advisor Houston

Voya Financial Advisor Houston

Voya Financial Advisors Inc • Houston, TX, United States
Full-time
Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457 enrollment, retirement and in...Show more
Last updated: 3 days ago • Promoted
Vice President, Co-Investment Advisory

Vice President, Co-Investment Advisory

Agentis Capital • Houston, TX, United States
Permanent
Vice President, Co‑Investment Advisory.Join to apply for the Vice President, Co‑Investment Advisory role at Agentis Capital.Agentis Capital Advisors is a leading global financial advisor with a rep...Show more
Last updated: 30+ days ago • Promoted
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Houston

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

Goldman Sachs • Houston, TX, United States
Full-time
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, includ...Show more
Last updated: 1 day ago • Promoted
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Houston

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

The Goldman Sachs Group, Inc. • Houston, TX, United States
Full-time
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, includ...Show more
Last updated: 1 day ago • Promoted
Wealth Financial Advisor - Houston, TX

Wealth Financial Advisor - Houston, TX

Corebridge Financial • Houston, TX, United States
Full-time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show more
Last updated: 3 days ago • Promoted
Investment Banking Associate / VP | Generalist Boutique | LA, Houston, SLC

Investment Banking Associate / VP | Generalist Boutique | LA, Houston, SLC

Selby Jennings • Houston, TX, United States
Full-time
Investment Banking Associate / Vice President.Los Angeles, Salt Lake City, Houston.Investment Banking - Sports, Media, Entertainment, Industrials, Consumer, Healthcare.Our client is a fast-growing ...Show more
Last updated: 30+ days ago • Promoted
Investment Banking Vice President

Investment Banking Vice President

Selby Jennings • Houston, TX, United States
Full-time
Investment Banking Vice President.We are working with a top‑tier Investment Bank looking to add an Investment Banking Vice President to their growing M&A team within the industrials, consumer, and ...Show more
Last updated: 12 days ago • Promoted