AWM, Goldman Sachs Ayco, Financial Advisor/Planner, Vice President- Pittsburgh (Canonsburg)

Client Advisory & Relationship Management

Advise C-suite clients and ultra high-net-worth families with a consultative, solutions-oriented approach
Build and deepen client relationships, identifying opportunities to grow and expand the business

Tax & Planning Coordination

• Prepare and review complex individual tax returns (Form 1040)
• Develop tax projections and coordinate estimated payments and tax efficient strategies
• Partner closely with external CPAs, attorneys, and other advisors

Estate & Wealth Transfer Planning

• Advises on estate planning strategies, including trusts and wealth transfer structures
• Coordinate with estate attorneys to implement client plans
• Guide clients on gifting strategies and long-term wealth preservation

Investment Management

• Develop and manage customized investment portfolios aligned to client goals and risk tolerance
• Incorporate tax-efficient investment strategies, including asset location and tax-loss harvesting
• Monitor performance and adjust portfolios based on market and client changes

About Goldman Sachs

Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

Qualifications

• Proven experience advising ultra high-net-worth clients or executives
• Strong foundation in tax planning and estate planning
• Exposure to wealth management and investment strategies
• Ability to simplify complex concepts and deliver a high-touch client experience
• CPA, CFP, or similar credentials preferred

Benefits

We are committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Pay

Commensurate with experience

Schedule

N/A