At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain different options and earn your trust before offering possible solutions. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Headquartered in New York City, we have helped thousands of individuals, families and businesses achieve their financial goals in a complex and constantly changing world. Our financial professionals have expertise in creating financial strategies backed by a wide range of product offerings and services.

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MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SiPC. CRN201610-187270

Industry: Financial Services
Company Size: 51-200 employees

MassMutual Metro New York

Savvy Admin PROD

Join us at MassMutual Metro NY, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom to develop your brand, backed by a firm that prioritizes exceptional client outcomes and fosters a culture of growth and collaboration. We are committed to serving diverse communities with dedication and respect.

In this role, you'll provide comprehensive financial planning using our extensive product platform and advanced planning technology. Enjoy some of the highest net payouts in the industry, with personalized coaching and structured mentorship to ensure your success. Your skills in developing investment strategies and protection planning will empower clients to confidently navigate life's uncertainties. If you're ready to make a meaningful impact and advance your career in a supportive, innovative environment, let's build the future of wealth management together.

**Compensation: ** $160,000 - $190,000 at plan per year

Wealth Management Advisor

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. 

More about our company can be found at www.goldmansachs.com

For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3

gs.com/social-media-disclosures

Industry: Financial Services
Company Size: 10,001+ employees

Goldman Sachs

**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.

**This role is for a 2026 start.**

**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

**Salary Range**

The expected base salary for this New York, New York, United States-based position is~~$100,000-$160,000 ~~. 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 .

**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

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - New York

Sapient Capital is an independent wealth advisory firm that specializes in providing highly personalized investment management & advisory, wealth planning, and family office services to multi-generational families, HNW and UHNW individuals, endowments, and foundations. As a registered investment advisor (RIA), Sapient serves as your fiduciary and trusted partner, prioritizing relationship-building, trust, and long-term success. Sapient works with our clients to craft and execute tailored strategies that reflect their unique financial goals, family dynamics, and legacy aspirations. Sapient Capital is headquartered in Indianapolis with offices in Los Angeles, Miami, and New York.

Sapient Capital, LLC (“Sapient Capital”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://sapientcapital.com.

Industry: Financial Services
Company Size: 11-50 employees

Sapient Capital

**Description**

**About Sapient Capital**

Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles.

**Job Overview**

Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and foundations. Your key responsibilities will encompass client relationship management, portfolio management, financial planning, and operational support.

**This position requires consistent in-person attendance at our NYC office.**

**Client Relationship Management**

- Prepare highly sophisticated presentations and reporting for assigned clients using several different financial software tools in addition to Microsoft PowerPoint and Excel.

- Create meeting schedules and prepare deliverables in advance to allow time for review.

- Maintain accurate asset and entity information in core systems to ensure accurate client reporting and deliverables.

- Support assigned advisors with the development of custom views in Addepar to properly track and analyze key attributes.

- Partner with internal teams to resolve any potential issues with data feeds, as needed.

- Assist advisors with managing client communication and inquiries to ensure service standards are maintained and continue building lasting relationships with each family.

**Portfolio Management**

- Conduct thorough research and analysis of investment opportunities, market trends, and economic factors to build your personal expertise and knowledge.

- Assist lead and secondary advisors in constructing and monitoring client portfolios based on their investment objectives.

- Recommend portfolio adjustments and rebalancing strategies as necessary to align with client’s goals and objectives.

- Actively participate in educational calls and internal networking opportunities within Sapient to further your understanding of our investment platform, managers, and opportunities.

**Financial Planning**

- Participate in educational sessions/webinars to build knowledge in financial planning principles and strategies.

- Conduct thorough financial assessments, analyzing clients’ current financial positions, cash flow, and risk management.

- Utilize financial planning software and tools to create customized financial plans as directed.

- Help with analysis and preparation of prospective and current clients’ financial plans and investments to support advisors. Support diligence efforts to identify new business or other organic growth opportunities.

**Operational Support**

- Coordinate operational processes related to client onboarding, account maintenance, and transactions as directed.

- Work directly with our Relationship Management, Investments, and Family Office teams to ensure all client-related requests and tasks are completed timely and efficiently on behalf of the advisor.

- Assist in maintaining client databases CRM systems, and other technology systems to ensure accurate records at all time.

- Maintain tracking of billable vs. non-billable assets. Communicate opportunities to advisors to drive billable asset growth.

**Requirements**

**Qualifications:**

- Bachelor's degree or higher from an accredited university. Majors in Finance, Accounting, Economics, Business Administration, or related fields of study preferred.

- 3+ years of direct industry experience.

- Active pursuit of the CFP (Certified Financial Planner) designation and/or Series 65 strongly preferred.

- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal stakeholders

- Ability to multi-task and manage multiple priorities in a fast-paced environment

- Strong analytical skills with the ability to interpret complex financial data

- Knowledge of investment products, financial markets, and portfolio management principles, with the ability to explain concepts internally and to clients

- Advanced in Microsoft Office Suite, including Word, Excel, PowerPoint and SharePoint

Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

Advisory Associate

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support.
Our wealth solutions include:
- Wealth planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Philanthropy
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning
To learn more about us, please visit mariner.com.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Mariner

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

**Responsibilities**

- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients

- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions

- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs

- Effectively work with your team and available resources in support of our clients, executing client requests and updating information

- Active participant in obtaining new clients in partnership with strategic relationships and community networks

- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

**Qualifications**

- Bachelor’s degree required

- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

- Series 65, CFP or CFA required

**Skills & Knowledge**

- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

- Previous experience with high net worth or ultra-high net worth clients

- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

- Highly effective interpersonal, relationship management and communication skills

- Demonstrated talent development experience, training new staff, mentoring interns, etc.

- Excellent organizational and time management skills in a high energy environment to manage multiple priorities

- Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $115K - $155K

Wealth Advisor

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