Family Office Trust Strategist - Wealth & Estate Planning
$85k - $270kGoldman Sachs
Goldman Sachs is seeking a Trust Strategist in San Francisco, California, to collaborate with Private Wealth Advisors deliver Family Office Solutions to clients. The specialist will work with high net-worth individuals, ensuring excellence in client service and providing oversight on trust-related matters. Qualifications include a Bachelor’s degree, a JD and/or MBA, experience in wealth planning, and strong interpersonal skills. Salary range is $85,000-$270,000, plus potential bonuses. #J-18808-Ljbffr Goldman Sachs
- Goldman Sachs Family Office seeks a Trust Strategist in San Francisco to work with PWAs in delivering Family... .... The role focuses on trust and estate planning, client relations, and coordination... ...and/or MBA credentials, extensive wealth-planning experience, and a track record...Work at office
$130k - $150k
...has been helping families amplify and... ...integrating financial planning, investment... ..., tax, estate, insurance, and... ...is part of our Wealth Solutions group... ...will likely be in-office at least 1-2 day... ...related estate, trust, and tax legislation... ...Planning Strategists Management...Work at officeFull timeTemporary workLocal areaRemote workHome officeMonday to FridayFlexible hours$85k - $270k
...IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice President and Trust Relationship Manager to... ...partner to our Private Wealth Advisors, serving as a... ...an accomplished Trust & Estates attorney or senior... ...businesses provide financial planning, investment management,...Work at officeFull timeTemporary workPart time$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental... ...Advisor teams have been the trusted stewards of significant wealth, and you will continue... ...comprehensive financial planning and strategic guidance that... ...preparation and planning, estate planning and wealth...Work at officeFull timeTemporary workPart time$75k - $160k
...relationships. Our trusted Advisor teams have... ...ratio of 8-12 families per advisor. This... ...experience. OUR IMPACT Wealth ManagementAcross... ...provide financial planning, investment management... ...as well as family offices, foundations and... ...and planning, estate planning and wealth...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement$85k - $270k
...The Goldman Sachs Private Family Office provides financial counseling... ...to address their specific planning needs and manage their... ...preparation and planning, estate planning and wealth transfer, employee benefits... ...most strategic clients. Our trusted Advisor teams have worked...Work at officeFull timeTemporary workPart time- ABOUT THIS JOB The Private Family Office provides proactive... ...to address their specific planning needs and manage their financial... ...preparation and planning, estate planning and wealth transfer, employee benefits... ...most strategic clients. Our trusted Advisor teams have worked...Work at officeApprenticeshipWork experience placement
$85k - $270k
YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist to work closely with... ...individual with background in wealth management and/or... ...provide financial planning, investment management,... ...which may include tax and estate planning, philanthropic...Work at officeFull timeTemporary workPart time- ...ABOUT THIS JOB The Private Family Office provides proactive... ...to address their specific planning needs and manage their financial... ...preparation and planning, estate planning and wealth transfer, employee benefits... ...strategic clients. Our trusted Advisor teams have worked...Work at officeFull timeApprenticeshipWork experience placement
- Goldman Sachs Family Office (GSFO) seeks a Vice President and Trust Relationship Manager to drive strategic expansion of fiduciary services. You will partner with Private Wealth Advisors and educate clients on discretionary, directed, and delegated trust structures. This...Work at office
- ...Trusts & Estates Attorney Opportunity San Francisco | Hybrid... ...want sophisticated planning and litigation work, strong... ...trusts Advanced wealth transfer strategies... ...Advising individuals, families, and fiduciaries... ...or reimbursed parking (office-dependent) ~ In-house...Work at officePrivate practiceFlexible hours
- Bank of America is seeking an experienced wealth planning professional in San Francisco, California, to support advisors focused on high net worth clients. Responsibilities include leading client engagement, developing planning strategies, and expanding relationships within...
$225k - $245k
...CA to join our Taxation & Wealth Planning Department. The ideal candidate... ...years of experience with estate planning and trust administration. Our Trust... ...net-worth individuals and families on complex estate planning... ...operates in a clerical, office setting. This role...Work at officeFull timeFor contractors- ...seeking an experienced Senior Trust & Estates Paralegal to join a... ...high-net-worth individuals, families, family offices, fiduciaries, and closely... ...business entity, and charitable planning matters. Responsibilities... ..., probate, and wealth transfer matters. Knowledge...Work at officePrivate practice
$200k - $225k
...Private Wealth Advisor The best advisors are... ...are the confidantes families turn to across generations... ...families, family offices, and foundations, and... ...expertise in financial planning, tax and estate planning, investment... ...house planning, tax, trust, and legal specialists...Work at office- ...they work - whether in an office, from home, or a... ...over supporting their family, personal goals, and other... ...is seeking a Principal Strategist to develop our AI strategy... ...cogently structure a plan of action, and be able... ...and collaboration.Create trust and build relationships...Work at officeLocal area
- ...to: Jeff Saccacio, Head of Family Office Services (FOS) Travel: Required... ...’s most respected tax and estate planning leaders, you will help... ...legal (JD/LLM), or advanced wealth planning background who wants... ...Support and help lead complex trust & estate planning engagements...Work at office
$85k - $270k
Goldman Sachs Group, Inc. is seeking a Family Office Advisor in San Francisco, California, to provide exceptional financial advisory services... .... Ideal candidates will have over 7 years of experience in wealth management, a relevant Bachelor’s degree, and strong communication...Work at office- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...Work at office
$121.9k - $262.1k
...ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth... ...experience through advanced planning expertise. Please see... ...flow, ownership structures, estate plans, and charitable goals.... ...of our employees and their families, encompassing physical, financial...Full timeBank staffShift work- Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor, team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors and manage UHNW clients with sophisticated...Work at office
$120k - $180k
...senior stakeholders (VPs, CMOs, CPOs) and build trust as a strategic partner, not just a vendor.... ..., and Vision benefits for you and your family Life Insurance and Disability Benefits 401k Plan with Coframe match Daily in-office Lunches and Dinners Gym membership Monthly...Work at officeImmediate startFlexible hours$180k - $254.8k
...America is committed to an in‑office culture with specific... ...’ objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization... ...internal partners, analyzing estate and financial information... ...Lynch Wealth Management, Trust Services referrals and...Work at officeWork experience placementShift workDay shift- ...Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities on complex tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving tax laws. The role emphasizes...Work at office
$80k - $160k
...IMPACT Goldman Sachs Family Office (GSFO) is in... ...with background in wealth management and /... ...provide financial planning, investment... ...include tax and estate planning, philanthropic... ...maintain strong, trusted relationships with... ...teams, wealth strategists, broader family office...Work at officeFull timeTemporary workPart time- ...worth clients, delivering comprehensive financial planning, investment planning and tax services with a... ...high-quality client service. Join a dynamic Wealth Management team, supporting Advisor groups and private family office services in a fast‑paced environment with expert...Work at office
$160k - $255k
...LNW’s San Francisco office and up to 3 days... ...seeking a full‑time Wealth Manager to join our... ...attentive team in a family‑office styled service... ...need. Foster trusted and mutually rewarding... ...thoughts, ideas and plans to clients. Drive... ...(e.g., CFA, CAIA), estate planning (esp. J.D....Work at officeFull timeContract workWork experience placementRemote workFlexible hours2 days per week3 days per week$275k - $325k
...San Francisco, CA The Los Angeles office of a premier, global, law firm seeks a Trusts & Estates attorney with 10 plus years of experience... ...and sophisticated estate planning solutions for high‑net‑worth individuals and families. Significant experience in drafting...Work at office$150k - $250k
...Are Looking For As an AI Strategist, you will be the... ...customer, and earn customer trust. You will be responsible... ...and financial planning benefits, including access... ...being, and fertility and family-building benefits through... ...Carrot Complimentary in-office lunches and snacks...Work at officeFlexible hours3 days per week$178.2k - $232.65k
...they work - whether in an office, from home, or a... ...over supporting their family, personal goals, and other... ...is seeking a Principal Strategist to develop our AI strategy... ...cogently structure a plan of action, and be able... ...collaboration. Create trust and build relationships...Work at officeLocal area
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