Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Deerfield

About the role

The Goldman Sachs Private Family Office seeks 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.

Responsibilities

• Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning, and tax services.
• Prepare various client reports in areas such as personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, and estate flowcharts.
• Telephone contact and/or face-to-face interaction with clients, assistants, and their outside advisors.
• Prepare income and trust tax returns for clients.

Requirements

• Bachelor’s degree required
• 2 - 4 years of work experience
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• 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

Skills and Experience

• Must be able to be innovative, proactively manage time, and follow through to complete tasks
• FINRA SIE, Series 7, and Series 66 preferred (required within 4 months of hire)

Benefits

At Goldman Sachs, we offer a competitive compensation package that includes:

• Comprehensive health and welfare benefits
• Flexible spending accounts
• Retirement savings plans
• Employee stock purchase plan
• Generous paid time off
• Professional development opportunities

Pay

Compensation is competitive and commensurate with experience.

Schedule

Work hours are flexible and tailored to meet the needs of the client and the candidate.

Qualifications

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.