Wealth Management, Financial Investment Professional, Associate - West Palm West Palm Bea

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 individuals, family offices, foundations, endowments, and corporations. Our consumer business offers digital solutions for customers to better spend, borrow, invest, and save.

These efforts are supported by a focus on people, clients, and technology.

Goldman Sachs PWM specializes in comprehensive wealth management plans for ultra‑high net worth individuals, families, and select institutions such as foundations and endowments. PWM teams work one‑on‑one with clients to deliver customized strategies drawn from our global reach and investment expertise. Private Wealth Advisors (PWAs) provide an integrated investment platform, including tax, estate, philanthropic, private banking, and lending services.

Financial Investment Professionals (FIPs) support PWAs in day‑to‑day coverage of existing client relationships. Responsibilities include portfolio construction and implementation, ongoing asset allocation and performance analysis, and ad‑hoc client requests. This role provides scale for PWAs while they pursue new business.

• Act as the “Chief Investment Officer” of the PWM team, exhibiting expertise across asset classes and investment vehicles
• Develop relationships with clients and serve as the primary point of contact for account‑related questions
• Conduct client‑facing analyses for portfolios, spanning strategic and tactical asset allocation and portfolio risk/return
• Assist in the day‑to‑day management of client accounts, including 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 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 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