Wealth Planner Associate — Private Family Office

Goldman Sachs Group; San Francisco (CA); Hybride; USD 75 000 - 160 000; Plein temps

Avantages offerts par ce poste

Competitive benefits

Vacation policy

Retirement planning

On-site health centers

Résumé du poste

Goldman Sachs is seeking a Financial Planner for our Private Family Office in San Francisco. You will join advisor teams to deliver comprehensive personal financial planning and investment management for ultra‑high net worth clients, focusing on deep client relationships and tailored financial strategies.

You will prepare detailed client reports, tax projections, and cash flow analyses while maintaining strict confidentiality and high ethical standards.

Qualifications

• 2 - 4 years of work experience.
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook.
• Strong organizational and multitasking skills.
• Excellent written and verbal communication skills.
• Ability to maintain a high degree of confidentiality.
• Possess a high level of intellectual curiosity and ability to think critically.
• Enthusiastic and positive approach to problem‑solving and client service.
• Proven track record with cross‑training, task‑sharing and mutually supportive teamwork.
• FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire).

Responsabilités

• Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to our clients.
• Prepare various client reports in the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc.
• Telephone contact and/or face‑to‑face interaction with clients, assistants and their outside advisors.
• Prepare income and trust tax returns for clients.

Connaissances

Financial planning

Client service

Microsoft Office

Communication

Confidentiality

Problem solving

Time management

FINRA SIE 7/66

Outils

Excel

Word

PowerPoint

Outlook

Description du poste

Asset & Wealth Management, Private Family Office, Financial Planner, Analyst - San Francisco

Job Description

YOUR IMPACT

As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Family Office

The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management.

Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. We are seeking individuals who identify as quick thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning, and the desire to work closely with ultra-high net worth individuals. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to our clients.
• • Prepare various client reports in the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc.
• • Telephone contact and/or face-to-face interaction with clients, assistants and their outside advisors.
• • Prepare income and trust tax returns for clients.

SKILLS AND EXPERIENCE WE ARE LOOKING FOR

• 2 - 4 years of work experience
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Ability to maintain a high degree of confidentiality
• Possess a high level of intellectual curiosity and ability to think critically
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks
• FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range
The expected base salary for this San Francisco, CA, United States-based position is $95000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally availableto active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

Job Info

• Job Identification 166520
• Job Category Analyst
• Locations San Francisco, CA, United States

Healthcare & Medical Services

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer..

Learn More