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

About the role

As a Financial Planner, you will be instrumental in helping to shape the financial futures of the firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships with sophisticated ultra‑high net worth families. The firm targets a client ratio of 8‑12 families per advisor, allowing dedicated time and resources to deliver an exceptional client experience.

Goldman Sachs Wealth Management empowers clients worldwide to reach their financial goals through advisor‑led businesses that provide financial planning, investment management, banking, and comprehensive advice to ultra‑high net worth and high net worth individuals, family offices, foundations, endowments, corporations, and their employees. The Private Family Office offers financial counseling and full‑service implementation for CEOs, founders, private equity principals, and ultra‑high net worth individuals and their families, covering consolidated investment review, tax planning, estate planning, employee benefits, risk management, philanthropic planning, and cash management.

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 the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc.
• Maintain telephone and/or face‑to‑face contact with clients, assistants, and their outside advisors.
• Prepare income and trust tax returns for clients.

Qualifications

• Bachelor’s degree required.
• 2‑4 years of work experience.
• FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire).

Skills

• 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, proactively manage time, and follow through to complete tasks.

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.

Pay

The expected base salary for this San Francisco, California, United States‑based position is $75,000‑$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end.