CWM - Personal Financial Management Wealth Advisor, Vice President

3 weeks ago

Washington, Washington, D.C., United States Goldman Sachs Full time
Job Description

At Goldman Sachs, we are committed to empowering our clients and customers to achieve their financial goals. As a CWM - Personal Financial Management Wealth Advisor, Vice President, you will play a critical role in helping our clients navigate their financial journeys.

Key Responsibilities
  • Develop and maintain relationships with assigned client base, ensuring a consistent and positive experience.
  • Act as the primary liaison with clients, accountants, attorneys, and other advisors, creating a strong team to ensure a comprehensive wealth management plan.
  • Responsible for the development and implementation of strategic marketing plans and business development plans to achieve annual individual and Regional Office revenue goals.
  • Establish and maintain relationships with industry influencers and key strategic partners.
  • Develop and maintain relationships with target clients, effectively utilizing available universal marketing materials.
Requirements
  • A Bachelor's degree in Business, Finance, Accounting, and/or Economics or equivalent experience.
  • Certified Financial Planner or Charted Financial Analyst designation is highly desired.
  • Minimum four years of working as a Relationship Manager with at least 2 years in a Senior Relationship Manager role and/or minimum two years of working as a Wealth Adviser, Financial Adviser, or Financial Consultant.
  • Registered as an Investment Advisory Representative (IAR).
  • Proficient in Microsoft Office (Outlook, Word, PowerPoint, and Excel) and Google Apps.
About Goldman Sachs

Goldman Sachs is a leading global investment banking, securities, and investment management firm. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond. We offer a range of benefits, wellness, and personal finance offerings, as well as mindfulness programs to support our employees' growth and well-being.

We are an equal employment/affirmative action employer, committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.

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