Elite Private Wealth Planner Associate

Goldman Sachs (lateral); San Francisco (CA); On-site; USD 110,000 - 190,000; Full time

Job summary

Goldman Sachs seeks a Financial Planner to help shape the financial futures of our firm's ultra-high net worth clients. You will work with advisors to cultivate deep, enduring relationships and deliver comprehensive personal financial planning and tax guidance.

As part of the Private Family Office, you will provide full-service planning, investment review, estate and wealth transfer, and cash management for CEOs, founders, and families.

Qualifications

• Bachelor’s degree required.
• 2-4 years of work experience.
• Working knowledge of Microsoft Office products.
• Strong communication and organizational skills.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Prepare client reports including cash flow, tax projections, and investment allocations.
• Telephone contact and/or face-to-face interaction with clients and their advisors.
• Prepare income and trust tax returns for clients.

Skills

Excellent written and verbal

Organizational and multitasking

Confidentiality

Intellectual curiosity

Problem solving

Teamwork

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Goldman Sachs seeks a Financial Planner to help shape the financial futures of our firm's ultra-high net worth clients. You will work with advisors to cultivate deep, enduring relationships and deliver comprehensive personal financial planning and tax guidance.

As part of the Private Family Office, you will provide full-service planning, investment review, estate and wealth transfer, and cash management for CEOs, founders, and families.