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Wealth Design Group Jobs (NOW HIRING)

Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF, NA ... design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and ...

Not Available Application Deadline: 09/01/2026 BOK Financial Corporation Group includes BOKF, NA ... design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and ...

Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF, NA ... design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and ...

Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF, NA ... design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and ...

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Wealth Design Group information

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$14

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$44

How much do wealth design group jobs pay per hour?

As of Jul 22, 2026, the average hourly pay for wealth design group in the United States is $27.99, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $31.73 per hour, depending on experience, location, and employer.

What is the difference between Wealth Design Group vs Financial Advisor?

AspectWealth Design GroupFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentCollaborative, client-focused financial planning firmsBanking, independent firms, or financial institutions
Industry UsageUsed in wealth management and comprehensive financial planningUsed broadly in investment advice and financial services
Common Search/ComparisonWealth Design Group vs Financial Advisor

Wealth Design Group and Financial Advisor roles often overlap in providing financial planning and investment advice. However, Wealth Design Group typically emphasizes comprehensive wealth management with a focus on personalized strategies, while Financial Advisors may have a broader or more transactional role. Both require relevant certifications and work in similar environments, but their specific services and client engagement levels can differ.

What are the primary responsibilities and daily tasks of a financial advisor at Wealth Design Group?

As a financial advisor at Wealth Design Group, your daily tasks typically include meeting with clients to assess their financial goals, developing tailored financial plans, and recommending investment strategies. You’ll collaborate closely with other advisors and support staff to ensure clients receive comprehensive service. Staying informed about market trends and regulatory changes is essential, as is maintaining strong client relationships through regular communication. Advisors also spend time prospecting for new clients and participating in ongoing professional development to advance their careers.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Wealth Design Group, and why are they important?

To thrive as a Financial Advisor at Wealth Design Group, you need strong financial planning knowledge, analytical skills, and typically a bachelor's degree in finance or related field, along with relevant licenses such as FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and investment analysis tools is essential. Exceptional interpersonal skills, trustworthiness, and effective communication set top advisors apart in building client relationships. These skills are crucial for providing sound financial guidance, maintaining compliance, and fostering long-term client trust and satisfaction.

What is Wealth Design Group?

Wealth Design Group is a financial services firm that offers personalized financial planning and wealth management solutions to individuals, families, and businesses. Their team of advisors helps clients develop strategies for retirement, investment, estate planning, insurance, and other financial goals. Wealth Design Group typically works closely with clients to understand their unique needs and create tailored financial plans that support long-term financial security and growth.
More about Wealth Design Group jobs
What states have the most Wealth Design Group jobs? States with the most job openings for Wealth Design Group jobs include:
Infographic showing various Wealth Design Group job openings in the United States as of July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $58,220 per year, or $28 per hour.
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate/ Vice Pre...

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

Goldman Sachs

Atlanta, GA

Other

Posted 12 days ago


Job description

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President 

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


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