Top 8 Wealth management associate Jobs in West Grove, Pa

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE
Goldman Sachs —Wilmington, DE
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
6d
Wealth Management Solutions, Portfolio Management Analyst/Associate
JPMorganChase —Newark, DE
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
Registered Client Associate - Citadel Wealth Management
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Office
- High school diploma or GED
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Citadel Federal Credit Union —West Chester, PA
- Word processing
- Mid-level
- Office
Quick Apply
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WSFS Bank —Wilmington, DE
- $77,390.00 - $127,139.75 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
7d
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trust Officer, Associate or Vice President - Wilmington, DE
Goldman Sachs —Wilmington, DE
- Office
- Bachelor's degree
- Senior level
- Disability insurance
- Health insurance
Associate Advisor
AlTi Tiedemann Global —Wilmington, DE
- Full-time
- Hybrid work
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- Mid-level
- Office
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Financial Advisor Associate - Bear, DE
TD Bank —Bear, DE
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off

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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE

Goldman Sachs -
Wilmington, DE

Apply Now

Job Details

Full-time
6 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Adoption assistance
Parental leave
Employee assistance program
Life insurance
Childcare

Qualifications

Bachelor's degree

Full Job Description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? Our Trust Analysts and Associates support all aspects of our business from an operational and account management standpoint. 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.

OUR IMPACT

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients 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.

The Goldman Sachs Trust Company (GSTC)

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 PWAs to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.

Based in our Delaware office, a GSTC Trust Analyst/Associate provides direct account oversight, including relationship management, and is a key person in managing the ongoing operational experience for our clients.

HOW YOU WILL FULFILL YOUR POTENTIAL

Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts
Administer cash management functions, including journals, checks and wires
Prepare tax payments and other related tax filings
Manage client account oversight activities to comply with regulatory requirements
Reconcile and verify account activity and research historical data as needed
Coordinate investment advisory account implementation
Lead projects related to new business development and team strategic planning
Serve as key liaison to other areas supporting the PWM business
Assist with the new account onboarding process, including documentation and funding
Participate in efforts to improve efficiencies within the GSTC business

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Bachelor’s Degree Required
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in client service
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 to 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. Headquarters in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We are 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. about our culture, benefits, and people at GS.com/careers.

We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

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.

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.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLEAssociate

OFFICE LOCATION(S)Wilmington

JOB FUNCTIONExternal Product Specialists

DIVISIONAsset & Wealth Management

Apply Now

Refine Your Search

wealth management associate jobs in west grove, pa

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE

Wealth Management Solutions, Portfolio Management Analyst/Associate

Registered Client Associate - Citadel Wealth Management

Non Registered Client Associate - Citadel Wealth Management

Associate Financial Advisor

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trust Officer, Associate or Vice President - Wilmington, DE

Associate Advisor

Financial Advisor Associate - Bear, DE

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