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 ...
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 ...
Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
Washington, DC · On-site
$75K - $160K/yr
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 ...
Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
Washington, DC · On-site
$75K - $160K/yr
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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Wa
Washington, DC · On-site
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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Wa
Washington, DC · On-site
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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate -...
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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate -...
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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate -...
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 ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate -...
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 ...
WEALTH PLANNER
Reston, VA · On-site
$56K - $77K/yr
Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice * Cultivate strong relationships with existing Cresset clients and proactively bring financial ...
WEALTH PLANNER
Reston, VA · On-site
$56K - $77K/yr
Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice * Cultivate strong relationships with existing Cresset clients and proactively bring financial ...
WEALTH PLANNER
Reston, VA · On-site
$56K - $77K/yr
Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice * Cultivate strong relationships with existing Cresset clients and proactively bring financial ...
WEALTH PLANNER
Reston, VA · On-site
$56K - $77K/yr
Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice * Cultivate strong relationships with existing Cresset clients and proactively bring financial ...
Senior Wealth Advisor SAFE Act - DMV Market
Bethesda, MD · On-site
$70K/yr
The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes ...
Senior Wealth Advisor SAFE Act - DMV Market
Bethesda, MD · On-site
$70K/yr
The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes ...
Wealth Advisor, Annapolis, DC or No.VA area.
$128K - $213K/yr
Consults and coordinates on the delivery of solutions for a comprehensive wealth management ... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess ...
Wealth Advisor, Annapolis, DC or No.VA area.
$128K - $213K/yr
Consults and coordinates on the delivery of solutions for a comprehensive wealth management ... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess ...
Wealth Advisor, Annapolis, DC or No.VA area.
$128K - $213K/yr
Consults and coordinates on the delivery of solutions for a comprehensive wealth management ... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess ...
Wealth Advisor, Annapolis, DC or No.VA area.
$128K - $213K/yr
Consults and coordinates on the delivery of solutions for a comprehensive wealth management ... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess ...
Wealth Management Associate
Bethesda, MD · On-site
In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and ...
Wealth Management Associate
Bethesda, MD · On-site
In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and ...
VWG Wealth Management is an affiliate of Hightower Advisors. Job Overview The Portfolio Manager is responsible for comprehensive portfolio oversight, trading execution, investment strategy ...
VWG Wealth Management is an affiliate of Hightower Advisors. Job Overview The Portfolio Manager is responsible for comprehensive portfolio oversight, trading execution, investment strategy ...
VWG Wealth Management is an affiliate of Hightower Advisors. Job Overview The Portfolio Manager is responsible for comprehensive portfolio oversight, trading execution, investment strategy ...
VWG Wealth Management is an affiliate of Hightower Advisors. Job Overview The Portfolio Manager is responsible for comprehensive portfolio oversight, trading execution, investment strategy ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and ...
In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
Financial Advisor Seeking Former Educator/Coach
Ashburn, VA · On-site
$72K - $92K/yr
Aubrey Rosser - Private Wealth Advisor & Growth and Development Director: * Time with NM: 16 years * Prior Experience: Former Wall Street professional who transitioned to NM after the 2008 crash to ...
Quick apply
Financial Advisor Seeking Former Educator/Coach
Ashburn, VA · On-site
$72K - $92K/yr
Aubrey Rosser - Private Wealth Advisor & Growth and Development Director: * Time with NM: 16 years * Prior Experience: Former Wall Street professional who transitioned to NM after the 2008 crash to ...
Private Wealth Management, Business Development Professional, Associate - Washington D.C
Washington, DC · On-site
$50K - $69K/yr
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 ...
New
Private Wealth Management, Business Development Professional, Associate - Washington D.C
Washington, DC · On-site
$50K - $69K/yr
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 ...
New
Private Wealth Management, Business Development Professional, Associate - Washington D.C
$50K - $69K/yr
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 ...
New
Private Wealth Management, Business Development Professional, Associate - Washington D.C
$50K - $69K/yr
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 ...
New
Private Wealth Management, Business Development Professional, Associate - Washington D.C
Washington, DC · On-site
$50K - $69K/yr
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 ...
New
Private Wealth Management, Business Development Professional, Associate - Washington D.C
Washington, DC · On-site
$50K - $69K/yr
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 ...
New
Wealth Advisor information
See Reston, VA salary details
$49K - $58.6K
3% of jobs
$58.6K - $68.2K
6% of jobs
$68.2K - $77.8K
4% of jobs
$77.8K - $87.5K
11% of jobs
$87.9K is the 25th percentile. Wages below this are outliers.
$87.5K - $97.1K
17% of jobs
The median wage is $103.9K / yr.
$97.1K - $106.7K
13% of jobs
$106.7K - $116.3K
11% of jobs
$116.3K - $125.9K
11% of jobs
$126.2K is the 75th percentile. Wages above this are outliers.
$125.9K - $135.5K
9% of jobs
$135.5K - $145.2K
9% of jobs
$145.2K - $154.8K
6% of jobs
$49K
$107.4K
$154.8K
How much do wealth advisor jobs pay per year?
What is the difference between Wealth Advisor vs Financial Planner?
| Aspect | Wealth Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, ChFC, or similar |
| Work Environment | Private banks, wealth management firms, independent practice | Independent, advisory firms, or financial planning firms |
| Primary Focus | Managing high-net-worth clients' investments and assets | Comprehensive financial planning including retirement, estate, and tax strategies |
| Client Interaction | Investment management and personalized wealth strategies | Holistic financial advice covering all financial aspects |
While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.
What are some common challenges Wealth Advisors face when building and maintaining client relationships?
What are the key skills and qualifications needed to thrive as a Wealth Advisor, and why are they important?
What is a wealth advisor?

Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
Washington, DC
$75K - $160K/yr
Other
Re-posted 27 days ago
Goldman Sachs rating
8.3
Based on 27 frontline employees who took The Breakroom Quiz
47th of 170 rated banks
Job description
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 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. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this Washington DC, United States-based position is $75000 - $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 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
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