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CWM, Personal Financial Management Group

Company: Goldman Sachs
Location: Seattle
Posted on: November 26, 2022

Job Description:

Consumer and Wealth Management (CWM):

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

Goldman Sachs Personal Financial Management (GS PFM):

Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients' needs evolve.

The Personal Advisor Service builds, sustains and manages relationships with mass affluent clients. We provide customized solutions to help meet our client's investment objectives by offering access to both Ayco and Goldman Sachs investment platforms. Our teams of professionals also offer additional services such as banking, lending and financial planning to complement and enhance our investment management solutions.

The primary function of this position is sourcing clients from internal and external resources, cultivating ongoing client relationships, and providing customized investment and other financial related solutions to meet client needs.


* Develop relationships to market internally and obtain client leads and referrals.
* Market externally to develop leads and source new business. Develop an extensive network of intermediaries.
* Develop and cultivate existing client relationships to uncover investment or planning related opportunities.
* Work one-on-one with clients to identify and discuss key objectives surrounding investment planning and risk management.
* Have in-depth knowledge of both Goldman Sachs and Ayco investment platforms, as well as financial and economic markets to offer customized solutions and advise clients.
* Work with a team to support existing client relationships, including wealth management services, research, and ongoing portfolio analysis and monitoring.
* Enhance the client experience through exemplary client service standards.
* Assist Director/Ayco WM Management with oversight and development of team as needed.
* Assist in establishing goals for revenue and assets under management.


* Bachelor's degree required.
* Advanced degree or designation preferred.
* Series 7 & 66 required, or must be obtained within 6 months of hire.
* Insurance licensing required, or must be obtained prior to engaging in risk management business.
* Demonstrated ability to build and foster strong network of relationships.
* Prior sales, investment advisory or business development experience preferred.
* Comprehensive knowledge of investments, financial and economic markets required.
* Knowledge of financial planning and risk management preferred.
* Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment
* Demonstrated excellent verbal and written communication skills.
* Demonstrated ability to multi-task in a fast-paced environment.
* Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)

Keywords: Goldman Sachs, Seattle , CWM, Personal Financial Management Group , Executive , Seattle, Washington

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