Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, Chicago
Found in: Talent US C2 - 2 weeks ago
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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.
Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our role.
HOW YOU WILL FULFILL YOUR POTENTIAL
Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients Develop and prepare marketing presentations for prospective clients Analyze investment portfolios for risk and return characteristics Execute portfolio rebalancing and trades Research internal and external investment vehicles for client asset allocation Provide client service and team support Source new prospective clients through cold outreach Serve as team’s client relationship management system expert Participate in some of the team’s prospective client meetings and follow up, as appropriate Manage new business team meetings and associated action items Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients Liaise with various product groups within Investment Management to respond to client needsQUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Bachelor's degree Related financial services experience of 2-4 years Interest in pursuing a career as a Ability to work in a fast-paced environment and think clearly under pressure Strong interest in the financial markets and good investment sense/commercial instinct Ability to multi-task and work with a variety of partners across the firm Entrepreneurial spirit coupled with a desire to work in a team-oriented environment Excellent verbal and written communication skills Strong interpersonal skills and ability to build and foster a strong network of relationships Creative approach to problem solving Strong project management and organizational skills Series 3, 7, and 63 required at the time of employment or obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policyABOUT GOLDMAN SACHS
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 /careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
-
Management Consultant
7 days ago
Chicago, United States Leland Shaw Full timeJob DescriptionJob DescriptionFast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels in their growing Chicago office. Seeking both all-around...
-
Tax Manager
2 days ago
Chicago, United States Annex Wealth Management Full timeDescriptionAnnex Wealth Management Know the DifferenceAnnex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why!Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team...
-
Tax Manager
4 days ago
Chicago, United States Annex Wealth Management Full timeDescription Annex Wealth Management – Know the Difference Annex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why! Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our...
-
Private Wealth Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Chicago, United States First Principles Group Full timeJob DescriptionWe are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal...
-
Private Wealth Advisor
2 weeks ago
Chicago, United States First Principles Group Full timeJob DescriptionWe are currently seeking qualified candidates to join First Principles Group (FPG) Wealth out of Chicago, IL, as a Wealth Management Advisor. This individual will work directly with the Managing Partners and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal...
-
Private Wealth Management Specialist
Found in: Appcast US C2 - 4 days ago
Chicago, United States Insight Global Full timePosition: Wealth Management SpecialistLocation: Hybrid. Chicago IL 2-3 days/week in officeDuration: 12 month contract, possible permanent hirePay Rate: $25-26/hour. Converting Annual Salary $50-55k.Start Date: 5/13/24 or 5/20/24Interview Process: 1 round panel via MS TeamsRequirements:Bachelor’s Degree in Finance, Economics, Business or Related1-3 years of...
-
Private Wealth Management Specialist
Found in: Appcast Linkedin GBL C2 - 4 days ago
Chicago, United States Insight Global Full timePosition: Wealth Management SpecialistLocation: Hybrid. Chicago IL 2-3 days/week in officeDuration: 12 month contract, possible permanent hirePay Rate: $25-26/hour. Converting Annual Salary $50-55k.Start Date: 5/13/24 or 5/20/24Interview Process: 1 round panel via MS TeamsRequirements:Bachelor’s Degree in Finance, Economics, Business or Related1-3 years of...
-
Chicago, United States Disability Solutions Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Estate Planning
Found in: Resume Library US A2 - 7 days ago
Chicago, Illinois, United States Gould & Ratner LLP Full timeGould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession...
-
Closely Held Asset Manager
Found in: beBee jobs US - 7 days ago
Chicago, Illinois, United States Bank of America Full timeJob Description:The Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half million clients and eighteen thousand advisors...
-
Closely Held Asset Manager
Found in: beBee S US - 7 days ago
Chicago, United States Bank of America Full timeJob Description:The Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half million clients and eighteen thousand advisors...
-
Para Planner/Associate Wealth Manager
2 weeks ago
Chicago, United States Northwestern Mutual - Greater Chicago Full timeJob DescriptionJob DescriptionOur firm is looking to hire talented and dedicated team members who are highly knowledgeable in their field. Our mission is to lead our clients to be outstanding stewards of their finances, enriching their lives, and strengthening their causes. We are seeking an experienced advisor to join our team.Responsibilities to...
-
Chicago, United States Goldman Sachs Group, Inc. Full timeOperations is at the core of Goldman Sachs. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that enables business to flow. The Operations business partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world....
-
Chicago, United States Family Office Exchange Full timeJob DescriptionJob DescriptionFamily Office Exchange (“FOX”) is the industry-leading membership organization servicing multi-generational families, family office executives, and trusted advisors. Position Summary:In this hybrid role working out of the FOX location in Chicago, the Director, Wealth Management Research, Insights, and Knowledge role is...
-
Private Wealth Paralegal
Found in: Appcast US C2 - 1 week ago
Chicago, United States Avanti Staffing Full timeThe Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires heavy client contact. The Paralegal maintains professionalism and strict...
-
Private Wealth Paralegal
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Chicago, United States Avanti Staffing Full timeThe Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires heavy client contact. The Paralegal maintains professionalism and strict...
-
Wealth Advisor
6 days ago
Chicago, United States Windward Recruiting Full timeThe Wealth Advisor role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Advisor role has responsibility for managing existing client relationships, formulating, and implementing advice, and will begin to develop new client...
-
Wealth Advisor
Found in: beBee S US - 2 weeks ago
Chicago, United States Charles Schwab Full timePosition Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary...
-
Economic Development Manager, Regional Specialist
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Chicago, United States World Business Chicago Full timeEconomic Development Manager, Regional SpecialistWorld Business Chicago is a public-private, non-profit partnership that drives inclusive economic growth and job creation, supports business, and promotes Chicagoland as a leading global city.Position SummaryThe Economic Development Manager, Regional Specialist will lead the implementation and execution of the...
-
Chicago, United States World Business Chicago Full timeEconomic Development Manager, Regional SpecialistWorld Business Chicago is a public-private, non-profit partnership that drives inclusive economic growth and job creation, supports business, and promotes Chicagoland as a leading global city.Position SummaryThe Economic Development Manager, Regional Specialist will lead the implementation and execution of the...
