Senior Family Office Advisor | UHNW Wealth & Legacy

The Goldman Sachs Group; Deerfield (IL); On-site; USD 100,000 - 150,000; Full time

Job summary

The Goldman Sachs Group is seeking a Family Office Advisor based in Deerfield, Illinois. This role involves leading strategic financial planning and relationship management for ultra-high net worth families. As the main advisor, you will be responsible for developing tailored strategies that encompass investment management, tax efficiency, and estate planning.

The successful candidate will possess a Bachelor's degree in finance or a related field and 7+ years of experience. Strong expertise in managing complex financial situations, effective communication skills, and a commitment to confidentiality are essential for this position.

Qualifications

• Minimum of 7 years of experience in financial planning, tax, consulting, or related field.
• Deep knowledge and practical application of complex financial planning concepts.
• Demonstrated ability to manage client relationships and lead high-performing teams.

Responsibilities

• Function as the primary point of contact and lead advisor for ultra-high net worth families.
• Prepare and review sophisticated financial statements to uncover trends and address challenges.
• Develop and execute advanced tax efficiency strategies and robust estate plans.

Skills

Financial planning

Tax efficiency strategies

Estate planning

Investment management

Client relationship management

Communication skills

Education

Bachelor's degree in finance, accounting, or related field

Advanced degree (MST, MBA, JD, CPA, CFP)

Job description

The Goldman Sachs Group is seeking a Family Office Advisor based in Deerfield, Illinois. This role involves leading strategic financial planning and relationship management for ultra-high net worth families. As the main advisor, you will be responsible for developing tailored strategies that encompass investment management, tax efficiency, and estate planning.

The successful candidate will possess a Bachelor's degree in finance or a related field and 7+ years of experience. Strong expertise in managing complex financial situations, effective communication skills, and a commitment to confidentiality are essential for this position.