Join to apply for the Asset & Wealth Management, Private Family Office - Financial Planning Advisor , Vice President - San Francisco role at Goldman Sachs
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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 AdministrationReferrals increase your chances of interviewing at Goldman Sachs by 2x
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