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Weekend Wealth Management Jobs in Reston, VA (NOW HIRING)

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Ashburn, VA · On-site

$90K - $150K/yr

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through ...

PNC Bank

Wealth Advisor - PNC Wealth Management

Mclean, VA · On-site

$75K - $125K/yr

As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings ...

TIAA

Wealth Management Advisor- Fairfax, VA

Washington, DC · On-site

$100K - $110K/yr

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically ...

TIAA

Wealth Management Advisor- Fairfax, VA

Fairfax, VA · On-site

$100K - $110K/yr

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically ...

United Bank

Fiduciary Wealth Advisor

Washington, DC · On-site

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

RMB Capital

Wealth Advisor

Washington, DC

$115K - $325K/yr

The Role We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to ...

United Bank

Fiduciary Wealth Advisor

Washington, DC · On-site

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

United Bank

Fiduciary Wealth Advisor

Washington, DC

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

United Bank

Fiduciary Wealth Advisor

Bethesda, MD

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

Citizens

Wealth Advisor - Reston, VA

Reston, VA · On-site

$105K/yr

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. * Enhance and preserve relationships with key partners to boost client introductions and ...

Wilmington Trust

Wealth Advisor

Falls Church, VA

$128.10K - $213.50K/yr

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...

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Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

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Weekend Wealth Management jobs near you
Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC

Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC

Goldman Sachs, Inc.

Washington, DC • On-site

$75K - $160K/yr

Full-time

Posted 27 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

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.

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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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