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

About the role

The Goldman Sachs Private Family Office seeks individuals who are 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

• 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
• Must be able to be innovative, proactively manage time, and follow through to complete tasks

Skills

• FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire)

Benefits

Goldman Sachs offers a comprehensive benefits package that includes:

• Reasonable accommodation for candidates with special needs or disabilities
• Training and development opportunities
• Firmwide networks
• Benefits, wellness, and personal finance offerings
• Mindfulness programs

Pay

The expected base salary for this San Francisco, California, United States-based position is $75,000 - $160,000.

Schedule

Full-time position.