Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - S[...] (San Francisco) Job at Goldman Sachs, Inc., San Francisco, CA

cTI5RjhNbEVObmp2eW1pSExpZGZTVEFYZnc9PQ==
  • Goldman Sachs, Inc.
  • San Francisco, CA

Job Description

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 seamlessmunication and integration of planning.

Financial Statement Preparation

  • Prepare and review financial statements, including balance sheets, ie 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 ensurepliance 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.

Skills & Experience Were Looking For

Basic Qualifications:

  • Bachelor's degree in Finance, Accounting, or related field.
  • Advanced degree/designation required (, 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.
  • Excellentmunication, 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 ismitted to providing our people with valuable andpetitive 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. Job ID 300012949984372

Create a job alert for this search

#J-18808-Ljbffr

Job Tags

Full time, Temporary work, Part time, Work at office,

Similar Jobs

Hirebridge

Lead Italian Kitchen Sous Chef — Team Builder Job at Hirebridge

A restaurant on the Upper West Side is seeking a Sous Chef to oversee kitchen operations and maintain high standards of food safety and...  ...2-3 years of experience in the culinary field, particularly in Italian or pizza-focused settings. Responsibilities include supervising... 

Watson Psychiatry

Psychiatric Nurse Practitioner (PMHNP-BC) Job at Watson Psychiatry

 ...Psychiatry. We are seeking compassionate and talented PMHNP-BCs to join our growing team. We serve clients in the...  ... Must be licensed in the state of Colorado with a Psychiatric Mental Health Nurse Practitioner Certification (PMHNP-BC) Must live in Colorado (Hybrid... 

Hurricane Harbor Phoenix

2026 Returning Lifeguard Job at Hurricane Harbor Phoenix

Overview: Get wet, get paid! Splash into success as part of our amazing Aquatics team this summer. Whether youre watching over the wave pool or loading slide tubes, youll be on the frontline keeping our guests safe. Soak up amazing benefits and make money while getting... 

Jerry's Enterprises Inc.

Restaurant Server - Up to $15.00 / hour, based on experience Job at Jerry's Enterprises Inc.

 ...Location: Jerrys Foods Sanibel Reports to: Deli Manager Classification: Part Time Rate of Pay: Up to $15.00 / hour, based on experience Hours: Sunday Saturday, varied hours Jerrys work perks: Store Discount Employee Assistance Programs Flexible... 

Hammond-Henry Hospital

CMA - Certified Medical Assistant Job at Hammond-Henry Hospital

CMA - Certified Medical AssistantColona ClinicPosition type: Full TimePay/Salary: OpenShift: 1stHammond-Henry Hospital is located in Geneseo, IL. We are a critical access hospital with clinics in neighboring cities, proudly serving our communities and surrounding...