UHNW Family Office Chief Advisor

Goldman Sachs; Chicago (IL); On-site; USD 85,000 - 240,000; Full time

Job summary

Goldman Sachs is seeking a Family Office Advisor in Chicago, IL. The role focuses on shaping the financial futures of ultra-high net worth clients by leading sophisticated financial strategies. Candidates should have a Bachelor’s degree in finance or related fields and a minimum of 7 years of experience in financial planning. Responsibilities include client relationship management, financial analysis, and developing tax and estate plans. The expected salary range is $85,000-$240,000, plus eligibility for discretionary bonuses.

Qualifications

• Minimum of 7 years of experience in financial planning or consulting.
• Deep knowledge of financial planning and investment management.
• Leadership skills and ability to influence outcomes.

Responsibilities

• Function as primary point of contact for ultra-high net worth families.
• Manage integrated advice from various professionals.
• Prepare and review sophisticated financial statements.
• Develop advanced tax efficiency strategies.
• Design robust estate plans and risk management strategies.
• Analyze complex cash flow dynamics and manage investment portfolios.
• Craft impactful philanthropic strategies for clients.

Skills

Complex financial planning concepts

Advanced tax planning

Estate planning

Investment management

Client relationship management

Exceptional communication

Project management

Education

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

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

Job description

Goldman Sachs is seeking a Family Office Advisor in Chicago, IL. The role focuses on shaping the financial futures of ultra-high net worth clients by leading sophisticated financial strategies. Candidates should have a Bachelor’s degree in finance or related fields and a minimum of 7 years of experience in financial planning. Responsibilities include client relationship management, financial analysis, and developing tax and estate plans. The expected salary range is $85,000-$240,000, plus eligibility for discretionary bonuses.