UHNW Wealth Planning Associate

The Goldman Sachs Group; San Francisco (CA); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Competitive benefits

Discretionary bonus eligibility

Job summary

The Goldman Sachs Group is seeking a Financial Planner in San Francisco, California. In this role, you will work closely with advisors to develop relationships with ultra-high net worth clients and provide comprehensive financial planning services.

Candidates should have a Bachelor's degree and strong skills in communication, organization, and problem-solving. A rigorous apprenticeship model will enhance your capabilities in delivering exceptional client experiences. Benefits and a competitive salary range from $75,000 to $125,000 are offered.

Qualifications

• 0-1+ years of work experience in a relevant field.
• Ability to maintain confidentiality in client interactions.
• FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire).

Responsibilities

• Join an advisor team to service clients and families with financial planning.
• Prepare personal financial reports and tax returns.
• Engage in client contact via telephone or face-to-face interactions.

Skills

Strong organizational and multitasking skills

Excellent written and verbal communication skills

Working knowledge of Microsoft products

High level of intellectual curiosity

Innovative problem-solving approach

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

The Goldman Sachs Group is seeking a Financial Planner in San Francisco, California. In this role, you will work closely with advisors to develop relationships with ultra-high net worth clients and provide comprehensive financial planning services.

Candidates should have a Bachelor's degree and strong skills in communication, organization, and problem-solving. A rigorous apprenticeship model will enhance your capabilities in delivering exceptional client experiences. Benefits and a competitive salary range from $75,000 to $125,000 are offered.