Wealth Planner Associate — Private Family Office

Goldman Sachs Group; San Francisco, Northern (CA, KY); Hybrid; USD 75,000 - 160,000; Full time

Benefits offered by this job

Competitive benefits

Vacation policy

Retirement planning

On-site health centers

Job summary

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).

Responsibilities

• 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

Financial planning

Client service

Microsoft Office

Communication

Confidentiality

Problem solving

Time management

FINRA SIE 7/66

Tools

Excel

Word

PowerPoint

Outlook

Job description

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.