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Private Wealth Management Assistant Jobs (NOW HIRING)

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Private Wealth Management Assistant information

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$29K

$48.4K

$69.5K

How much do private wealth management assistant jobs pay per year?

As of Sep 12, 2026, the average yearly pay for private wealth management assistant in the United States is $48,396.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $48,500.00 per year, depending on experience, location, and employer.

What is a private wealth management assistant?

A Private Wealth Management Assistant is a professional who supports wealth managers and financial advisors in serving high-net-worth clients. Their responsibilities include managing client communications, preparing financial reports, scheduling meetings, processing paperwork, and ensuring client accounts are maintained accurately. They play a key role in providing administrative and operational support, helping to streamline client service and workflow within a private wealth management firm. This position requires strong organizational, communication, and financial skills, as well as discretion due to the confidential nature of client information.

How does a private wealth management assistant typically support client relationship managers and interact with clients?

A Private Wealth Management Assistant plays a key role in supporting client relationship managers by handling administrative tasks, preparing account documentation, and assisting with client onboarding and service requests. They often serve as a first point of contact for clients, ensuring timely responses to inquiries and coordinating meetings or communications. This role requires strong attention to detail, excellent organizational skills, and the ability to manage sensitive information with discretion. Effective collaboration with financial advisors and other team members is essential to deliver a seamless client experience and maintain high service standards.

What are the key skills and qualifications needed to thrive as a private wealth management assistant, and why are they important?

To thrive as a Private Wealth Management Assistant, you need a solid understanding of financial concepts, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and financial planning tools is crucial, and some firms may prefer relevant certifications like the Series 7 or Series 66. Outstanding organizational skills, attention to detail, discretion, and proactive communication are vital soft skills for excelling in this support role. These competencies ensure accurate client service, effective team support, and the seamless execution of wealth management strategies.

What is the difference between Private Wealth Management Assistant vs Financial Advisor?

AspectPrivate Wealth Management AssistantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like CFP or Series 7 are common but not mandatoryOften holds certifications like CFP, Series 7, or CFA
Work EnvironmentSupports wealth management teams within banks or financial firmsWorks directly with clients to provide financial planning and investment advice
Employer & IndustryFinancial institutions, private banks, wealth management firmsIndependent or firm-affiliated financial planning practices

While both roles involve finance and client interaction, a Private Wealth Management Assistant primarily supports wealth managers behind the scenes, whereas a Financial Advisor works directly with clients to develop personalized financial plans. The assistant role often requires less direct client advising but shares similar industry credentials and work environments.

What cities are hiring for Private Wealth Management Assistant jobs?

Cities with the most Private Wealth Management Assistant job openings:

What are the most commonly searched types of Private Wealth Management jobs?

The most popular types of Private Wealth Management jobs are:

What states have the most Private Wealth Management Assistant jobs?

States with the most job openings for Private Wealth Management Assistant jobs include:

What are popular job titles related to Private Wealth Management Assistant jobs?

For Private Wealth Management Assistant jobs, the most frequently searched job titles are:

Infographic showing various Private Wealth Management Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $48,396 per year, or $23.3 per hour.

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston

Houston, TX • On-site

Goldman Sachs Group, Inc.
Finance and Insurance • 10K+ employees

Other

Medical, Retirement, PTO

Posted 11 days ago


Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz


Job description

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston

Houston, TX, United States

Job Description

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Private Wealth Advisor, you will:

  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
  • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
  • Provide exceptional client service while maintaining the highest ethical standard in execution
  • Curate a network of intermediaries to help best serve clients across complimentary services
  • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

Required qualifications, skills and experience:

  • Record of academic and professional achievement
  • Four plus years of private wealth management, financial services, or related professional experience
    • Prior sales, fundraising, business development or investing experience preferred
  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
  • Demonstrated strong connectivity within an established network
  • Entrepreneurial spirit coupled with a desire to work in a team‑oriented environment
  • Exceptional client focus, business development, and relationship management skills
  • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self‑motivated and able to work in an autonomous, yet collaborative environment
  • Commitment to excellence and a high level of integrity

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, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

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

Job Info
  • Job Identification 118111
  • Job Category Vice President
  • Posting Date 12/17/2025, 03:22 PM
  • Locations Houston, TX, United States
Benefits

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

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.

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.

To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).

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.

Read more about the full suite of class‑leading benefits our firm has to offer. Learn More

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About Goldman Sachs

Sourced by ZipRecruiter

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, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869