1

Private Wealth Management Assistant Jobs (NOW HIRING)

$90K - $270K/yr

Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in ... Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer ...

Showing results 41-60

Private Wealth Management Assistant information

See salary details

$29K

$48.4K

$69.5K

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

As of Sep 15, 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, Goldman Partner Office, Wealth Management[...]

Manhattan, NY • On-site

Other

Medical, Dental, Life, Retirement, PTO

Posted 27 days ago


Job description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. This role is in Goldman Partner Office - Invest.

OUR IMPACT

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 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 customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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.

Goldman Partner Office (GPO) - Invest

The Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Our Private Wealth Advisors partner with GPO’s financial planning arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm’s partners, serving as “CIO” and “CFO” to help our clients reach their personal wealth goals.

Wealth Management Professionals in the Goldman Partner Office work directly with firm’s partners, senior executives, and related stakeholders to provide exceptional client service, operational support and risk management. They serve as a primary point ofdirect contact for clients, and are responsible for the operational management and oversight of the client experience.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Act as key relationship manager
  • Work closely with Private Wealth Advisors andteammates to service our clients
  • Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts
  • Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services
  • Identify opportunities for wealth advisory services for clients
  • Understand client suitability and risk tolerance
  • Help to identify and prevent fraudulent activitiesby leveraging your deep understanding of our clients and their behaviors
  • Work with our middle and back office colleagues to ensure an exceptional client experience
  • Execute, process and reconcile trading and other investment related transactions
SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Bachelor's Degree Required
  • 1 - 3 years of preferred experience inclient serviceand/or the financial industry
  • 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 three months of employment)
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 opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Salary Range
The expected base salary for this New York, NY, United States-based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally availableto active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

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.

Financial Wellness & Retirement

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.

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.

Fitness

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).

Child Care & Family Care

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.

Benefits at Goldman Sachs

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

#J-18808-Ljbffr