VP, Private Family Office Financial Planner

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

Job summary

Goldman Sachs Private Family Office seeks an experienced Family Office Advisor to deliver comprehensive financial planning and advisory services to ultra-high net worth clients. You will lead client relationships, coordinate a team of planners and analysts, and ensure estate, tax, liquidity and risk strategies align with client goals.

This role requires a strong track record in wealth management, advanced degrees/designations, and the ability to manage confidential information while

Qualifications

• Bachelor's degree in Finance, Accounting or related field.
• Advanced degree/designation required (MST, MBA, JD, CPA, CFP).
• FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
• Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or related field.
• Proven track record of working with ultra-high net worth clients.
• Strong knowledge of financial planning concepts, including tax planning, estate planning, and investment management.
• Excellent communication, interpersonal, and project management skills.
• Experience leading a team or in a leadership role.

Responsibilities

• Manage client relationships, a team of financial planners and analysts to deliver high-quality planning and implementation across advisory, coordination, and administration.
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements.
• Develop and implement tax efficiency planning strategies and ensure compliance with tax laws and regulation.
• Collaborate with client tax and estate planning attorneys to develop, illustrate, and implement estate plans; minimize estate taxes.
• Assess and manage risk exposure through insurance planning and strategies to protect assets.
• Analyze and manage client cash flow to ensure liquidity to meet obligations.
• Collaborate with clients to develop and implement philanthropic strategies for tax-efficient giving.
• Monitor and report on investment portfolios with internal and external managers.

Skills

Bachelor's degree

Finance

Accounting

FINRA SIE

Series 7

Series 66

Education

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

Tools

FINRA SIE

Series 7

Series 66

Job description

Goldman Sachs Private Family Office seeks an experienced Family Office Advisor to deliver comprehensive financial planning and advisory services to ultra-high net worth clients. You will lead client relationships, coordinate a team of planners and analysts, and ensure estate, tax, liquidity and risk strategies align with client goals.

This role requires a strong track record in wealth management, advanced degrees/designations, and the ability to manage confidential information while