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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Goldman Sachs
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate[...]

Your Impact

Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships.

This role is for a 2026 start.

Job Description

As a Wealth Management Professional, you will be at the forefront of delivering world‑class financial solutions, directly impacting the financial success and legacy of our sophisticated clients. You will build deep relationships, orchestrate a seamless client experience, and leverage Goldman Sachs' global resources to meet complex financial needs. Your expertise will be vital in managing new client onboarding, ensuring investment objectives, mitigating fraud risk, executing critical trades, and optimizing liquidity.

This role offers a dynamic blend of strategic oversight and hands‑on engagement, fostering enduring partnerships within a culture of integrity, innovation, and excellence.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management specializes in creating comprehensive wealth management plans for high‑net‑worth individuals and families, as well as select institutions. PWM teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience and global reach. Our Private Wealth Advisors provide an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, often encompassing tax, estate, philanthropic planning, and private banking and lending services.

How

You Will Fulfill Your Potential
  • Leverage your interpersonal skills to contribute to a growing business
  • Act as key relationship manager for ultra‑high net‑worth clients
  • Work closely with Private Wealth Advisors and teammates to service our clients
  • Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
  • Introduce new and existing clients to the firm’s offerings including but not limited to client reporting, digital capabilities and banking services
  • Identify opportunities for wealth advisory services for clients
  • Understand client suitability and risk tolerance
  • Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors
  • Work with our middle and back office colleagues to ensure an exceptional client experience
  • Execute, process and reconcile trading and other investment related transactions
Where Will You Make An Impact

Our Private Wealth Management business spans the globe, with the following locations in the United States:

  • Atlanta
  • Boston
  • Chicago
  • Dallas
  • Houston
  • Los Angeles
  • New York
  • Miami (Florida and Latin America coverage)
  • Philadelphia
  • San Francisco
  • Seattle
  • Washington, D.C.
  • West Palm Beach

This role is in our San Francisco office.

Skills & Experience We're Looking For
  • Bachelor’s Degree required
  • 3 or more years of preferred experience in client service and/or the financial industry
  • Ability to work in a fast‑paced environment and think clearly under pressure
  • Strong interest in client service
  • Self‑motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence and a high level of integrity
  • Interest in Financial Services Industry
  • SIE, Series 7 and 63 required (must be obtained within three months of employment)
About 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 with offices around the world. We believe who you are makes you better at what you do. We’re…

Position Requirements
10+ Years work experience
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