Wealth Planning Advisor for High Net Worth Clients

Goldman Sachs; New York (NY); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive benefits

Wellness offerings

Job summary

Goldman Sachs in New York is seeking an experienced professional to lead sophisticated financial planning and tax advisory for high-net-worth clients. You will coordinate with external experts, prepare tax projections, cash flow analyses, and estate planning work product to deliver tailored client service.

Qualified candidates possess a Bachelor's degree, 3-5 years in financial planning or tax/accounting, and relevant licenses (SIE, Series 6/7/66) with CFP/CPA/CFA preferred, demonstrating

Qualifications

• Bachelor's degree required.
• 3-5 years of experience in financial planning and/or personal income tax/accounting.
• CFPs, CPAs and CFAs strongly preferred.
• Working knowledge in financial planning, taxation and client service is a bonus.
• Exceptional, polished communication skills (written and verbal), including client communication.
• Ownership mindset, proactivity.
• Proven track record of team orientation.
• Enthusiastic, positive, solution oriented.
• SIE, Series 6, Series 7 and Series 66 required (must be completed within first 3 months of employment).

Responsibilities

• Execute tax planning, projection and review (US and foreign) of high-net-worth families.
• Work closely with clients and external experts to gather information required for filings and quarterly reviews.
• Prepare extension estimates and tax equalization computations.
• Conduct cash flow analysis and prepare net worth statements.
• Create estate flowcharts and wealth transfer processes.
• Coordinate philanthropic giving and wealth transfer activities.
• Collaborate with investment professionals to deliver best-in-class client service.

Skills

Communication skills

Ownership mindset

Team orientation

Positive attitude

Problem solving

Education

Bachelor's degree

Tools

SIE

Series 6

Series 7

Series 66

CFP

CPA

CFA

Job description

Goldman Sachs in New York is seeking an experienced professional to lead sophisticated financial planning and tax advisory for high-net-worth clients. You will coordinate with external experts, prepare tax projections, cash flow analyses, and estate planning work product to deliver tailored client service.

Qualified candidates possess a Bachelor's degree, 3-5 years in financial planning or tax/accounting, and relevant licenses (SIE, Series 6/7/66) with CFP/CPA/CFA preferred, demonstrating