Senior Wealth Management Advisor

6 days ago

Houston, Texas, United States Goldman Sachs Full time

About the Role:

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  • As a Senior Wealth Management Advisor at Goldman Sachs, you will be responsible for providing personalized wealth management plans to affluent individuals and families.
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Responsibilities:

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  • Maintain a thorough understanding of Personal Financial Management, including the Advice delivery process, Money Mind, Honest Conversations, and the 6 Step Process.
  • Successfully lead clients through the Money Mind and Honest Conversations process.
  • Adhere to the UCFA Client Meeting Processes for Advice and pricing Advice accurately.
  • Assist clients in the areas of investment, tax retirement, education, insurance, and estate planning, working closely with the Managing Director, Relationship Manager, and Director of Operations to support overall planning needs as well as company objectives.
  • Actively participate in case design and meeting preparation, managing an assigned Relationship Manager to ensure all client deliverables are completed accurately and in a timely manner.
  • Actively monitor financial markets, specific investments in clients portfolios, and keep abreast of new investment strategies and investment vehicles to continue to provide the best possible level of service to all firm clients.
  • Take a holistic view of each clients financial needs and goals, ensuring clients remain on track to achieve goals.
  • Maintain a thorough understanding of the clients situation, resulting in the ability to review each deliverable with the client, including Investment performance.
  • Act as the primary liaison with clients accountants, attorneys, and other advisors, creating a strong relationship as a team to ensure a comprehensive wealth management plan.
  • Maintain clear communication with clients relative to a minimum level of service and ongoing service expectations.
  • Develop and manage relationships with assigned client base, ensuring all clients have a consistent and positive experience.
  • Responsible for new business development, including active retention of new clients, development of strategic alliances, and opportunities within Advisors own book of business.
  • Focuses on business development both internally and externally, managing client relationships by creating and executing business development strategies that attract and retain clients.
  • Responsible for the development and implementation of strategic marketing plans and business development plans to achieve annual individual and Regional Office revenue goals.
  • Establishes and maintains relationships with industry influencers and key strategic partners. Actively develops and maintains relationships with target clients, effectively utilizing available universal marketing materials.
  • Establishes and maintains a consistent image throughout all marketing materials, communications, and events in alignment with PFM standards.
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Requirements:

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  • A Bachelor's degree in Business, Finance, Accounting, and/or Economics or equivalent experience required.
  • Certified Financial Planner, Charted Financial Analyst designation, or Series 65 license required.
  • 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).
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Preferred Qualifications:

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  • Microsoft Office (Outlook, Word, PowerPoint, and Excel) and Google Apps proficiency.
  • Prophix or other computerized accounting systems expertise.
  • SalesForce or other CRM software knowledge.
  • Securities, Financial Planning, Investments, or Insurance knowledge.
  • Custodian Platforms (i.e., Fidelity, Schwab, etc.) familiarity.
  • Broker Dealer and Investment Advisory Regulations understanding.
  • Maintenance of confidential records.
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Salary: $100,000 - $150,000 per year.

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About Goldman Sachs:

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Goldman Sachs is a leading global investment banking, securities, and investment management firm, founded in 1869. We provide asset management, wealth management, and banking expertise to consumers and institutions around the world.

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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, ensuring every individual has opportunities to grow professionally and personally.

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Please note: The estimated salary range is based on national averages and may vary based on location, experience, and other factors.

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