Goldman Sachs
Asset & Wealth Management, Private Family Office Financial Planner, Associate -
Goldman Sachs, San Francisco, California, United States, 94199
Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
Join to apply for the
Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
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Goldman Sachs Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
3 days ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
role at
Goldman Sachs Get AI-powered advice on this job and more exclusive features. ABOUT THIS JOB
The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Job Description
ABOUT THIS JOB
The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.
Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.
Impact And Responsibilities
Our Impact:
The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.
How You Will Fulfill Your Potential
Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning, and the desire to work closely with ultra-high net worth individuals. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
Principal Responsibilities
Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to our clients. Prepare various client reports in the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc. Telephone contact and/or face-to-face interaction with clients, assistants and their outside advisors. Prepare income and trust tax returns for clients.
Basic Qualifications
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Bachelor’s degree required FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to be innovative, pro-actively manage time and follow through to complete tasks 3-5 years of relevant industry experience
Salary Range
The expected base salary for this San Francisco, California, 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 . Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
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Join to apply for the
Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
role at
Goldman Sachs Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
3 days ago Be among the first 25 applicants Join to apply for the
Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
role at
Goldman Sachs Get AI-powered advice on this job and more exclusive features. ABOUT THIS JOB
The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Job Description
ABOUT THIS JOB
The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.
Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.
Impact And Responsibilities
Our Impact:
The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.
How You Will Fulfill Your Potential
Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning, and the desire to work closely with ultra-high net worth individuals. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
Principal Responsibilities
Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to our clients. Prepare various client reports in the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc. Telephone contact and/or face-to-face interaction with clients, assistants and their outside advisors. Prepare income and trust tax returns for clients.
Basic Qualifications
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Bachelor’s degree required FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to be innovative, pro-actively manage time and follow through to complete tasks 3-5 years of relevant industry experience
Salary Range
The expected base salary for this San Francisco, California, 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 . Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Goldman Sachs by 2x Get notified about new Wealth Manager jobs in
San Francisco, CA . San Francisco, CA $36,000.00-$125,000.00 1 day ago San Francisco, CA $100,000.00-$130,000.00 4 weeks ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco
San Francisco, CA $90,000.00-$100,000.00 4 days ago San Francisco, CA $170,000.00-$300,000.00 2 weeks ago Asset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice President
San Francisco, CA $125,000.00-$290,000.00 3 weeks ago San Francisco, CA $85,000.00-$135,000.00 1 month ago San Francisco, CA $135,000.00-$175,000.00 4 weeks ago Family Office Advisor/Financial Planner (UHNW)
Private Wealth Relationship Manager (FP)
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Wealth Relationship Manager - Pacific Heights
San Francisco, CA $88,400.00-$132,600.00 5 days ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
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San Francisco, CA $88,400.00-$132,600.00 5 days ago San Francisco, CA $68,000.00-$120,000.00 3 weeks ago San Francisco, CA $85,000.00-$90,000.00 1 day ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
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San Francisco, CA $80,000.00-$120,000.00 3 days ago San Francisco, CA $206,500.00-$300,000.00 2 weeks ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr