VP, Family Office: Strategic Wealth Advisor

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

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

Goldman Sachs in San Francisco seeks a Senior Family Office Advisor to lead a select portfolio of ultra-high net worth families, delivering comprehensive financial planning and strategic guidance with a discreet, white-glove service. You will cultivate long-term relationships and coordinate cross-functional experts to protect and grow client wealth.

Responsibilities include strategic client leadership, integrated advisory, advanced financial analysis, tax and estate planning, risk management,

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.
• 7+ years of progressive experience in financial planning, tax, consulting, or related field in family office.

Responsibilities

• Strategic client leadership: primary point of contact for ultra-high net worth families.
• Integrated advisory & coordination: align advice across professionals for cohesive outcomes.
• Advanced financial analysis: review financial statements to uncover trends and opportunities.
• Proactive tax & estate planning: design tax-efficient strategies and robust estate plans.
• Holistic risk management: develop comprehensive risk mitigation strategies.
• Dynamic liquidity & cash flow management: optimize liquidity for clients.
• Impactful philanthropic advisory: craft philanthropic strategies with tax efficiency.
• Sophisticated investment oversight: oversee diverse portfolios and coordinate managers.

Skills

Leadership & Influence

Communication

Integrity

Client relationship management

Project management

Discretion

Education

Bachelor’s degree in finance or related field

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

FINRA SIE, Series 7, and Series 66 within 4 months

Job description

Goldman Sachs in San Francisco seeks a Senior Family Office Advisor to lead a select portfolio of ultra-high net worth families, delivering comprehensive financial planning and strategic guidance with a discreet, white-glove service. You will cultivate long-term relationships and coordinate cross-functional experts to protect and grow client wealth.

Responsibilities include strategic client leadership, integrated advisory, advanced financial analysis, tax and estate planning, risk management,