The Goldman Sachs Group, Inc

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

The Goldman Sachs Group, Inc$75K — $160K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 1-4 years of work experience
  • FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire
  • Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
  • Strong organizational and multitasking skills
  • Excellent written and verbal communication skills
  • Ability to maintain confidentiality

Responsibilities

  • Join advisor teams to service clients and their families
  • Prepare client reports on personal finances, cash flow, and investments
  • Communicate with clients, their assistants, and outside advisors
  • Prepare income and trust tax returns for clients
  • Conduct estate document reviews and create estate flowcharts

Benefits

  • Commitment to diversity and inclusion
  • Comprehensive training and development opportunities
  • Wellness and personal finance resources
  • Mindfulness programs
  • Support for candidates with special needs or disabilities
Full Job Description
Job Description

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.

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
  • 2 - 4 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)

Salary Range
The expected base salary for this San Francisco, California, United States-based position is $75000-$160000. 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.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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