The Goldman Sachs Group, Inc

Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach

The Goldman Sachs Group, Inc$100K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required (CPA, JD, or MBA degrees welcome)
  • 5+ years of investment management or investment banking experience
  • Strong leadership skills with a proven track record
  • Ability to analyze and act in fast-paced environments
  • Excellent communication, organization, and interpersonal skills
  • Strong financial modeling and presentation abilities
  • SIE, Series 3, 7 and 63 licenses required within three months of employment

Responsibilities

  • Act as the 'Chief Investment Officer' of the PWM team across asset classes
  • Develop client relationships as the primary contact for inquiries
  • Conduct detailed analyses on client portfolios regarding asset allocation
  • Manage day-to-day client accounts and re-balance portfolios
  • Liaise with internal PWM stakeholders like Operations and Compliance
  • Participate in cross-functional projects to enhance team efficiency
  • Execute transactions for clients across various investment vehicles
  • Monitor macroeconomic trends for their potential impact on portfolios

Benefits

  • CFA Charter and/or CFP sponsorship offered
  • Opportunity for long-term career growth in wealth management
  • Collaborative work environment with experienced Private Wealth Advisors
  • Exposure to diverse asset classes and investment strategies
  • Emphasis on personal and professional development through team projects
Full Job Description
Job Description

Wealth Management

Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad-hoc items tied to client requests. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Act as the 'Chief Investment Officer' of the PWM team, exhibiting expertise across asset classes and investment vehicles
  • Develop relationships with clients and act as the primary point of contact for account related questions
  • Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
  • Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
  • Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance
  • Lead or participate in cross-functional group projects to improve quality and efficiency within the PWM team
  • Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts
  • Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
  • Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure

SKILLS & EXPERIENCE WE ARE LOOKING FOR
  • Bachelor's degree required (CPA, JD, or MBA degrees welcome)
  • 5+ years of investment management, investment banking or comparable experience
  • Strong leadership skills and record of demonstrated achievement
  • 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 numerous colleagues and desks across the Firm
  • Strong verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Detailed-oriented and highly organized
  • Strong financial modeling and presentation skills
  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
    • Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

Similar Jobs

More Jobs at The Goldman Sachs Group, Inc

More Finance & Insurance Jobs

Find similar Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach jobs: