Asset & Wealth Management Financial Planner Ass... @ Goldman Sachs
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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. Clients value having a single point of contact to manage their specific planning needs and financial affairs.
Our Impact
At Goldman Sachs, the Private Family Office services the firm’s most strategic clients. With a client ratio of 8-12 families per advisor, teams are dedicated to each client’s unique financial circumstances, ensuring an exceptional client experience.
How You Will Fulfill Your Potential
Goldman Sachs offers a rigorous apprenticeship model providing technical training and client experience. We seek quick-thinkers and self-starters with a passion for financial planning and client service, ready to work closely with ultra-high net worth individuals.
Principal Responsibilities
- Join advisor teams to provide comprehensive personal financial, investment, and tax planning.
- Prepare client reports including financial statements, cash flow planning, and tax projections.
- Engage in telephone and face-to-face interactions with clients and advisors.
- Prepare income and trust tax returns for clients.
Basic Qualifications
Bachelor’s degree required. FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire). Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is necessary. Applicants must demonstrate strong organizational, multitasking, written and verbal communication skills, and a high degree of confidentiality. Relevant industry experience of 3-5 years is required.
Salary & Benefits
The base salary for this San Francisco, CA position ranges from $75,000 to $160,000 with potential discretionary bonuses. Goldman Sachs provides competitive benefits and wellness offerings for full-time and eligible part-time employees.
Key skills/competency
- Financial planning
- Investment analysis
- Tax preparation
- Estate planning
- Client service
- Risk management
- Wealth management
- Analytical skills
- Communication
- Teamwork
How to Get Hired at Goldman Sachs
🎯 Tips for Getting Hired
- Research Goldman Sachs culture: Study mission, values, and recent news.
- Customize your resume: Highlight financial planning and tax skills.
- Showcase client service: Emphasize detail and communication skills.
- Prepare for technical interviews: Brush up on financial analysis basics.