Asset & Wealth Management, Private Family Office ...

Asset & Wealth Management, Private Family Office Financial Planner, Associate - San FranciscoJoin to apply for the Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco role at Goldman SachsAsset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco3 days ago Be among the first 25 applicantsJoin to apply for the Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco role at Goldman SachsGet AI-powered advice on this job and more exclusive features.ABOUT THIS JOBThe Private Family Office provides proactive 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.Job DescriptionABOUT THIS JOBThe Private Family Office provides proactive 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 holistic 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.Impact And ResponsibilitiesOur Impact:The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. 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.How You Will Fulfill Your PotentialOur 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.Principal ResponsibilitiesJoin 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.Basic QualificationsSKILLS & EXPERIENCE WE’RE LOOKING FORBachelor’s degree requiredFINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hireWorking knowledge of Microsoft products such as Excel, Word, PowerPoint, and OutlookStrong organizational and multitasking skillsExcellent written and verbal communication skillsAbility to maintain a high degree of confidentialityPossess a high level of intellectual curiosity and ability to think criticallyEnthusiastic and positive approach to problem-solving and client serviceProven track record with cross-training, task-sharing and mutually supportive teamworkMust be able to be innovative, pro-actively manage time and follow through to complete tasks3-5 years of relevant industry experienceSalary RangeThe expected base salary for this San Francisco, California, United States-based position is $75000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.BenefitsGoldman 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. 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Created: 2025-09-17