Job Description

Join to apply for the Asset & Wealth Management, Private Family Office - Financial Planning Advisor , Vice President - San Francisco role at Goldman Sachs 1 week ago Be among the first 25 applicants Join to apply for the Asset & Wealth Management, Private Family Office - Financial Planning Advisor , Vice President - San Francisco role at Goldman Sachs

ABOUT THIS JOB

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. Job Description

ABOUT THIS JOB

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 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. We are seeking an experienced and skilled Family Office Advisor to join our team. The ideal candidate will have extensive experience in a single or multi-family office providing comprehensive financial planning and advisory services. Impact And Responsibilities Our 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 our teams to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience. Principal Responsibilities Manage client relationships and a team of financial planners and analysts in providing high quality white-glove financial planning and implementation across the following areas: Advisory Coordinate and Administration Advise, coordinate and manage relationships across multiple client advisers, including attorneys, accountants and bankers to ensure seamless communication and integration of planning. Financial Statement Preparation Prepare and review financial statements, including balance sheets, income statements, and cash flow statements to identify trends and planning opportunities or challenges. Tax Planning and Administration Develop and implement tax efficiency planning strategies and ensure compliance with tax laws and regulation. Prepare and review client tax returns. Estate and Trust Planning Collaborate with client T&E attorney to develop, illustrate, and implement estate plans. Ensure efficient transfer of wealth and the minimization of estate taxes. Risk Management and Insurance Planning Assess and manage risk exposure through insurance planning; develop strategies to mitigate risk and protect assets. Liquidity and Cash flow Planning and Management Analyze and manage client cash flow to ensure sufficient liquidity to meet all financial obligations. Philanthropic Support Collaborate with clients to develop and implement philanthropic strategies, including charitable giving and foundation planning to ensure tax-efficient giving and a maximized impact. Investment Tracking and Monitoring Monitor and analyze investment portfolios to ensure alignment with client goals and objectives. Collaborate with internal and external investment managers to optimize investment strategies. Track and report on alternative investment portfolio. Basic Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Bachelor's degree in Finance, Accounting, or related field. Advanced degree/designation required (e.g., MST, MBA, JD, CPA, CFP). Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a 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 managing a team or acting in a leadership position. Ability to maintain confidentiality and handle sensitive client information. Salary Range The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. 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 available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here . Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Goldman Sachs by 2x Sign in to set job alerts for “Wealth Manager” roles. San Francisco, CA $100,000.00-$165,000.00 2 weeks ago San Francisco, CA $190,000.00-$225,000.00 2 weeks ago San Francisco, CA $60,000.00-$100,000.00 4 days ago Director, HNW Investment Counselor - Citi Private Bank Citi Wealth at Work - Investment Relationship Officer - Officer San Lorenzo, CA $88,400.00-$132,600.00 2 weeks ago Lafayette, CA $80,000.00-$125,000.00 1 week ago San Francisco, CA $160,000.00-$250,000.00 2 months ago Senior Wealth Advisor - International Personal Bank, San Francisco Citi Commercial Bank - Mid-Corp Relationship Manager, SVP - Nonprofit, Higher Education, & Healthcare Wealth Strategist City National Rochdale San Francisco, CA $122,535.00-$208,715.00 3 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Goldman Sachs

Job Tags

Full time, Temporary work, Part time,

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