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Asset & Wealth Management, Private Wealth Management, Wealth Management Analyst - Boston

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Goldman Sachs

1mo ago

  • Job
    Full-time
    Entry Level
  • Sales & Business Development
    Banking & Finance
  • Boston

AI generated summary

  • You must be a May 2026 grad, have strong client service skills, work well under pressure, show initiative in a team, and communicate effectively. SIE, Series 7, and 63 must be obtained within 6 months.
  • You will support PWM clients, assist with advisory implementation and rebalancing, manage cash balances and private banking services, and collaborate with various teams in the business.

Requirements

  • Bachelor’s Degree Required, you must be a May 2026 grad to be considered for this opportunity
  • 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 six months of employment)

Responsibilities

  • Leverage operational and financial background and experience to contribute to a growing business
  • Work closely with Wealth Management Professional to support their PWM clients
  • Facilitate advisory business implementation and rebalancing
  • Execute cash balances and private banking services in accounts
  • Liaise with other areas supporting the PWM Business

FAQs

What is the application requirement for this position?

You must be a May 2026 graduate to be considered for this opportunity.

What are the primary responsibilities of a Wealth Management Analyst?

Wealth Management Analysts support Wealth Management Professionals, facilitate advisory business implementation, execute cash balances and private banking services, and liaise with other areas supporting the PWM business.

What type of degree is required for this role?

A Bachelor’s Degree is required.

Is prior experience in financial services necessary for this position?

While prior experience is not explicitly required, a strong interest in the Financial Services industry is essential.

What certifications are necessary for this role?

The SIE, Series 7, and Series 63 licenses are required to be obtained within six months of employment.

What skills are essential for success in this role?

Strong client service orientation, ability to work in fast-paced environments, excellent verbal and written communication skills, and a commitment to excellence and integrity are essential.

What is the salary range for this position?

The expected base salary for this position is between $60,000 and $100,000, with potential eligibility for a discretionary bonus.

Are there opportunities for professional development?

Yes, this role offers unparalleled opportunities for growth and professional development within Goldman Sachs.

Does Goldman Sachs provide accommodations for candidates with disabilities?

Yes, Goldman Sachs is committed to finding reasonable accommodations for candidates with special needs or disabilities during the recruiting process.

What is the company culture like at Goldman Sachs?

Goldman Sachs emphasizes diversity and inclusion, and is committed to fostering professional and personal growth opportunities for its employees.

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Goldman Sachs

Finance
Industry
10,001+
Employees
1869
Founded Year

Mission & Purpose

Goldman Sachs is a global investment banking, securities, and investment management firm. They offer a range of financial services to corporations, financial institutions, governments, and individuals. Goldman Sachs' primary activities include investment banking, asset management, securities trading, and providing advisory services. Their ultimate mission is to be a leading global financial institution, providing superior financial expertise and solutions to their clients. The purpose of Goldman Sachs is to help their clients achieve their financial goals, manage risk, and navigate complex markets. They aim to drive economic growth, foster innovation, and create long-term value for their clients, shareholders, and the communities they operate in. Goldman Sachs is committed to upholding the highest standards of integrity, professionalism, and client service, serving as a trusted partner and advisor in the world of finance.

Culture & Values

  • Partnership

    We prioritize collaboration and believe in the strength of the collective, creating a culture that fosters teamwork and belonging in the pursuit of professional and personal growth.

  • Client Service

    We lead with a service mindset, working to earn our clients’ trust and exceed their expectations by understanding and overdelivering on their goals.

  • Integrity

    We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance from our people as we learn from our experiences and make decisions that instill a sense of pride in our firm.

  • Excellence

    We aspire to nothing less than excellence, striving for exceptional performance and superior results for our clients, our shareholders, and our communities.

Benefits

  • Holiday and Vacation Policies

    We offer competitive vacation policies based on employee level and office location. This is in addition to any number of statutory and public holidays as determined by each office. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

  • Financial Wellness & Retirement

    The firm provides a number of resources and offerings designed to help our employees achieve their personal financial goals. We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities — from buying a home, to navigating market volatility and investments, legacy and estate planning, tax strategies, and will preparation.

  • Health Services

    We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

  • Childcare / Family Care

    In some offices, we offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

  • Flexible Working

    Based on manager approval, the following arrangements may be available to help employees meet their personal and family responsibilities: part-time schedules, job sharing, telecommuting, and alternate hours.