1

Private Wealth Management Associate Jobs (NOW HIRING)

next page

Showing results 1-20

Private Wealth Management Associate information

See salary details

$10

$19

$33

How much do private wealth management associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for private wealth management associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What is a Private Wealth Management Associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

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

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

What are the key skills and qualifications needed to thrive as a Private Wealth Management Associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What are the typical career progression opportunities for a Private Wealth Management Associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.

How much does a Morgan Stanley private wealth associate make?

A Private Wealth Management Associate at Morgan Stanley typically earns a base salary ranging from $70,000 to $100,000 annually, with total compensation often including bonuses that can significantly increase earnings. Compensation varies based on experience, performance, and location, and the role often requires relevant certifications such as the Series 7 and Series 66 licenses.
More about Private Wealth Management Associate jobs
What cities are hiring for Private Wealth Management Associate jobs? Cities with the most Private Wealth Management Associate 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 Associate jobs? States with the most job openings for Private Wealth Management Associate jobs include:
Infographic showing various Private Wealth Management Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 14% Full Time, 78% Part Time, 3% Temporary, 3% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office, ...

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office, ...

Goldman Sachs, Inc.

New York, NY

Other

Posted 4 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

29th of 141 rated banks


Job description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for helping families achieve their long-term financial goals, the desire to work closely with top fiduciary, tax and wealth management professionals, and the ability to think outside the box?  Our Trust Officers (TO) administer trusts, estates and other fiduciary accounts for high net worth clients of Goldman Sachs Private Wealth Management.  We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

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 Sachs Trust Company

An essential component of Goldman Sachs' private wealth management offering, The Goldman Sachs Trust Company, N.A. ("GSTC") is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.

GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management.  Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private Wealth Advisors ("PWAs") to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Work with Private Wealth Advisors and clients to administer a book of fiduciary accounts as a Trust Officer while maintaining the highest service and fiduciary standards
  • Interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary
  • Prepare account regulatory reviews and discretionary distribution requests
  • Coordinate and oversee tax preparation on accounts with our tax compliance service provider
  • Coordinate the investment process with Trust Company investment officers and Private Wealth Advisor
  • Coordinate client management with the primary relationship manager (Private Wealth Advisor)
  • Attend client conference calls and meetings
  • Participate in internal and external marketing efforts
  • Interact with client attorneys and advisors

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach 

The Trust Company has offices in New York and Wilmington, Delaware.  The TO position is for our New York City location. 

EXPERIENCE & SKILLS WE'RE LOOKING FOR

  • Bachelor's degree required
  • Law degree, LLM, MBA or Masters of Tax a strong plus
  • 3-5 years of experience administering trusts and/or estates with a trust company or financial services firm, or as an associate practicing in the private client group, estate planning and/or tax practice at a law firm
  • CTFA designation a plus
  • Understanding of "Regulation 9" requirements and core concepts affecting fiduciary administration helpful
  • Understanding of core concepts of trust and estate planning 
  • Basic understanding of the fiduciary investment process helpful
  • Strong team orientation 
  • Ability to work in a fast-paced environment and think clearly under pressure
  • 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

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. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

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, New York, United States-based position is $115000-$270000. 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 available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.


What Goldman Sachs employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Goldman Sachs logo

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