Private Family Wealth Planner

Goldman Sachs Bank AG

San Francisco (CA)

On-site

USD 75,000 - 125,000

Full time

2 days ago

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Benefits offered by this job

Healthcare & Medical Insurance

Vacation policy

Financial Wellness & Retirement

Health Services

Fitness center access

Child Care & Family Care

Benefits at Goldman Sachs

Job summary

Goldman Sachs seeks a Financial Planner to help shape the financial futures of ultra-high net worth clients. You will collaborate with advisor teams, build deep client relationships,prepare comprehensive reports, and support tax and investment planning for sophisticated families.

Ideal candidates have 0-1+ years of experience, strong MS Office skills, and a client-service mindset in a fast-paced environment.

Qualifications

0-1+ years of work experience.
Proficient with Microsoft Office suite (Excel, Word, PowerPoint, Outlook).
Strong organizational and multitasking skills.
Excellent written and verbal communication skills.
Ability to maintain confidentiality.
Curiosity and critical thinking for client service.

Responsibilities

Join an advisor team and service clients with comprehensive personal financial planning and tax services.
Prepare client reports: personal financial statements, cash flow, tax projections, investment allocation and performance, estate planning reviews.
Interact with clients, assistants and outside advisors by phone or in person.
Prepare income and trust tax returns for clients.