Goldman Sachs · 19 hours ago
Asset & Wealth Management, Goldman Partner Office, Financial Planning, Associate - New York
New York, New York, United States
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $160K/yrGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Financial Planning Associate to join their Goldman Partner Office. The role involves delivering complex financial planning solutions to high net worth clients, including tax planning, estate planning, and cash flow analysis.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Execute tax planning, projection and review (US and foreign) of high-net-worth families, including:
Working closely with clients and external experts to gather all information required for filings, quarterly and as required
Preparing extension estimates
Preparing tax equalization computations, etc
Conduct cash flow analysis
Prepare net worth statements
Create estate flowcharts, wills, execute wealth transfer processes
Coordinate philanthropic giving, etc
Work closely with investment experts to deliver best in class client service
Qualification
Required
Bachelor's degree required
SIE, Series 6, Series 7 and Series 66 required (must be completed within first 3 months of employment)
Exceptional, polished communication skills (written and verbal), including client communication
Ownership mindset, proactivity
Proven track record of team orientation
Enthusiastic, positive, solution oriented
Preferred
Graduate degree with concentration in financial planning, taxation, accounting, including JDs and MBAs
CFPs, CPAs and CFAs strongly preferred
Working knowledge in financial planning, taxation and client service is a bonus
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.
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Founded in 1869
10001+ employees
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 CompanyTotal Funding
$8.5B2026-01-26Post Ipo Debt· $2.5B
2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-02-07
2026-02-07
WSJ.com: US Business
2026-02-07
Company data provided by crunchbase