Senior UHNW Family Office Advisor

Goldman Sachs; San Francisco (CA); On-site; USD 85,000 - 270,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Goldman Sachs is seeking an experienced Family Office Advisor to lead a select group of ultra-high net worth families, delivering comprehensive financial planning, strategic guidance, and white-glove service. You will coordinate with attorneys, accountants, and bankers to create cohesive wealth plans and protect family legacies.

The role emphasizes advanced financial analysis, proactive tax and estate planning, risk management, liquidity optimization, and sophisticated investment oversight for

Qualifications

• Bachelor’s degree in finance, accounting, or related field; advanced degree preferred.
• FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.

Responsibilities

• Strategic client leadership for a select group of ultra-high net worth families, orchestrating comprehensive financial strategies.
• Integrated advisory & coordination across internal and external professionals to ensure cohesive client outcomes.
• Advanced financial analysis of statements to uncover trends and opportunities.
• Proactive tax & estate planning with attorneys to design robust wealth transfer plans.
• Holistic risk management through sophisticated insurance planning and risk strategies.
• Dynamic liquidity and cash flow management to ensure strong financial positioning.
• Philanthropic advisory to optimize giving and foundation planning.
• Sophisticated investment oversight, monitoring portfolios and coordinating with managers.

Skills

Strategic leadership

Client relationship management

Communication

Project management

Integrity / confidentiality

Education

Bachelor’s degree in finance or related field

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

FINRA SIE, Series 7, Series 66 preferred; required within 4 months

Job description

Goldman Sachs is seeking an experienced Family Office Advisor to lead a select group of ultra-high net worth families, delivering comprehensive financial planning, strategic guidance, and white-glove service. You will coordinate with attorneys, accountants, and bankers to create cohesive wealth plans and protect family legacies.

The role emphasizes advanced financial analysis, proactive tax and estate planning, risk management, liquidity optimization, and sophisticated investment oversight for