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

Job description

ABOUT THIS JOB: The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. I IMPACT AND RESPONSIBILITIES: The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. 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. HOW YOU FULFILL YOUR POTENTIAL: Our rigorous apprenticeship model provides analysts and associa...