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Private Wealth Jobs (NOW HIRING)

BOK Financial

Private Wealth Advisor

Austin, TX · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

BOK Financial

Private Wealth Advisor

Austin, TX · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;

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How much do private wealth jobs pay per year?

As of Aug 8, 2026, the average yearly pay for private wealth in the United States is $44,738.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $50,500.00 per year, depending on experience, location, and employer.

What is a career in private wealth?

A career in private wealth involves managing and advising high-net-worth individuals on their financial assets, investments, estate planning, and tax strategies. Professionals in this field often work as financial advisors, wealth managers, or private bankers, requiring strong interpersonal skills, financial knowledge, and relevant certifications such as the CFP or CFA. The role typically involves personalized service and a deep understanding of clients' financial goals.

What is a private wealth manager?

Private wealth managers are financial professionals who provide personalized investment, estate planning, and financial advice to high-net-worth individuals and families. Their primary goal is to help clients grow, protect, and transfer their wealth efficiently. Private wealth managers offer tailored solutions, including portfolio management, tax planning, retirement strategies, and charitable giving, all designed to meet their clients' unique financial goals. They often work for banks, investment firms, or as independent advisors.

What are some common challenges faced by professionals in private wealth management, and how can they be addressed?

Professionals in Private Wealth management often encounter challenges such as navigating complex client needs, staying updated with ever-changing regulations, and managing high client expectations regarding investment performance and confidentiality. Building strong client relationships and maintaining clear communication are crucial to understanding unique financial goals. Additionally, ongoing professional development and collaboration with tax, legal, and investment specialists within a multidisciplinary team can help address these challenges and provide holistic solutions for clients.

What are the key skills and qualifications needed to thrive as a private wealth manager?

To thrive as a Private Wealth Manager, you generally need a strong background in finance, investment analysis, and portfolio management, often supported by a bachelor's degree in finance or economics and relevant certifications such as the CFP or CFA. Familiarity with financial planning software, CRM systems, and market research tools is typical in this role. Exceptional interpersonal skills, discretion, and the ability to build long-term client relationships set top performers apart. These competencies are vital for providing tailored financial advice, managing complex portfolios, and fostering trust with high-net-worth clients.

What is the difference between Private Wealth vs Financial Advisor?

AspectPrivate WealthFinancial Advisor
CredentialsCFP, CFA, or equivalent certificationsCFP, Series 7, Series 66, or similar licenses
Work EnvironmentHigh-net-worth client management, personalized servicesBroader client base, investment planning, and advice
Employer & IndustryPrivate banks, wealth management firms, family officesFinancial planning firms, banks, independent advisors

Private Wealth professionals focus on managing the assets of high-net-worth clients with personalized strategies, often requiring advanced certifications. Financial Advisors serve a wider client base, providing investment and financial planning advice, typically with relevant licenses. While both roles involve financial expertise, Private Wealth specialists target affluent clients with tailored services, whereas Financial Advisors work across a broader spectrum of clients and financial needs.

Is private wealth a good career?

Private wealth management is a competitive field that involves advising high-net-worth clients on investments, estate planning, and financial strategies. Success often requires strong interpersonal skills, industry certifications such as the CFP or CFA, and the ability to build long-term client relationships. It can offer high earning potential and career growth for those with relevant expertise and dedication.
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What cities are hiring for Private Wealth jobs? Cities with the most Private Wealth job openings:
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Private Wealth jobs near you
Infographic showing various Private Wealth job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 18% Part Time, and 8% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $44,738 per year, or $21.5 per hour.

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice Pr...

Goldman Sachs, Inc.

Dallas, TX • On-site

Full-time

Re-posted 2 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 170 rated banks

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. 

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., 2021. All rights reserved.

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

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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

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