Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco jobs in United States
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Goldman Sachs · 6 months ago

Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco

positionSan Francisco, California, United States
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Goldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking an Associate for their Private Family Office to provide proactive financial counseling and full-service implementation for ultra-high net worth individuals and their families.

BankingFinanceFinancial ServicesVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

FINRA SIESeries 7Series 66Microsoft ExcelFinancial planningIntellectual curiosityOrganizational skillsCommunication skillsConfidentialityProblem-solvingTeamworkTime management

Required

Bachelor's degree required
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
3-5 years of relevant industry experience

Preferred

FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire

Company

Goldman Sachs

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Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
dateFounded in 1869
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.goldmansachs.com

H1B Sponsorship

Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)

Funding

Current Stage
Public Company
Total Funding
$6B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO

Leadership Team

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David M. Solomon
Chair and Chief Executive Officer
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John Waldron
President and Chief Operating Officer
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