Wealth Management, Financial Investment Professional, Associate - West Palm

Job Overview

Across Wealth Management, Goldman Sachs helps empower clients around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to ultra‑high net worth individuals and families, family offices, foundations, endowments, corporations, and their employees. The Private Wealth Management (PWM) team creates comprehensive wealth plans for ultra‑high net worth clients and offers a full suite of investment, tax, estate, philanthropic, banking, and lending services.

The Financial Investment Professional (FIP) role supports Private Wealth Advisors (PWAs) by managing day‑to‑day client coverage, portfolio construction, asset allocation, performance analysis, and transactional execution.

• 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 and 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

• 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

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity