Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - 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

• Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning, and tax services to our clients.
• 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.
• 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
• 0-1+ 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, pro-actively manage time, and follow through to complete tasks

Skills and Experience

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

Qualifications

• Must be able to be innovative, pro-actively manage time, and follow through to complete tasks

Benefits

Goldman Sachs offers a comprehensive benefits package that includes:

• Discretionary bonus if you are an active employee as of fiscal year-end
• Additional benefits and wellness offerings

Pay

The expected base salary for this San Francisco, California, United States-based position is $75,000 - $125,000.

Schedule

Full-time position.