Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner,[...]

YOUR IMPACT

As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty decades. 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. Our rigorous apprenticeship model provides analysts 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.

HOW YOU WILL FULFILL YOUR POTENTIAL

Join 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.

SKILLS AND EXPERIENCE WE ARE LOOKING FOR

Bachelor's degree required 0-1+ years of work experience Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to be innovative, pro-actively manage time and follow through to complete tasks FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire)

EMPLOYEE & INCLUSION

We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity. Salary Range The expected base salary for this San Francisco, California, United States-based position is $75000-$125000. 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. #J-18808-Ljbffr The Goldman Sachs Group