Private Wealth Planning Advisor
The Goldman Sachs Group
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Job summary
The Goldman Sachs Group seeks experienced Planning Advisors to deliver bespoke financial planning and wealth management for high net‑worth clients and select institutions. You will partner with investment professionals to provide coordinated, tax‑aware guidance, including estate, cash flow, and philanthropic planning.
The role emphasizes client service, ownership mindset, and collaboration across teams. Qualified candidates have advanced degrees or certifications and are adept at waterfall
Job description
The Goldman Sachs Group seeks experienced Planning Advisors to deliver bespoke financial planning and wealth management for high net‑worth clients and select institutions. You will partner with investment professionals to provide coordinated, tax‑aware guidance, including estate, cash flow, and philanthropic planning.
The role emphasizes client service, ownership mindset, and collaboration across teams. Qualified candidates have advanced degrees or certifications and are adept at waterfall
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