Asset & Wealth Management Financial Planner Ass...
@ Goldman Sachs

San Francisco, CA
$120,000
On Site
Full Time
Posted 22 days ago

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XXXXXXXXX XXXXXXXXXXX XXXXXXXXX****** @goldmansachs.com
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Job Details

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
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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.

📝 Interview Preparation Advice

Technical Preparation

Review financial statement analysis techniques.
Brush up on tax preparation software skills.
Practice investment performance evaluation methods.
Learn Microsoft Office advanced functions.

Behavioral Questions

Describe a challenging client interaction experience.
Explain teamwork in high-pressure scenarios.
Share how you manage multiple deadlines.
Discuss a time you solved a complex problem.

Frequently Asked Questions