The Goldman Sachs Group, Inc

AWM, Goldman Sachs Ayco, Financial Advisor/Planner, Vice President- Pittsburgh (Canonsburg)

The Goldman Sachs Group, Inc$150K — $180K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of experience in wealth management, financial planning, or advisory roles
  • Advanced knowledge of investment strategies, tax laws, and estate planning
  • Demonstrated ability to interact with high net worth clients
  • Strong analytical skills for assessing financial situations and crafting solutions
  • Proficient in Microsoft Office and financial planning software like eMoney
  • Excellent communication skills for conveying complex financial ideas effectively

Responsibilities

  • Provide comprehensive wealth management and advisory services to ultra-high net worth clients
  • Conduct in-depth financial analyses, including risk management and investment strategy assessments
  • Develop and implement strategic financial plans tailored to individual client needs
  • Advise clients on employee benefit optimization and retirement transitions
  • Collaborate with tax professionals to prepare complex tax returns and projections
  • Evaluate and recommend custom asset allocations to align with clients' financial goals
  • Monitor and adjust financial plans based on client circumstances and market dynamics

Benefits

  • Opportunity to work with ultra-high net worth individuals and families
  • Access to advanced financial planning tools and resources
  • Collaborative environment with other financial experts
  • Potential for strong business development through referrals
  • Flexible work arrangements to promote work-life balance
Full Job Description
Job Description

YOUR IMPACT

We are seeking a seasoned and highly motivated Senior Financial Planner/Advisor to join our team, serving ultra-high net worth individuals, families, and family office clients. This role demands a unique blend of investment expertise, advanced tax knowledge, estate planning acumen, insurance proficiency, and exceptional interpersonal skills. The ideal candidate will act as a trusted advisor and strategic partner to C-suite executives and multi-generational families, delivering comprehensive wealth management solutions while driving business growth.

Key Responsibilities

Client Advisory & Relationship Management
  • Advise C-suite clients and ultra high-net-worth families with a consultative, solutions-oriented approach
  • Build and deepen client relationships, identifying opportunities to grow and expand the business

Tax & Planning Coordination
  • Prepare and review complex individual tax returns (Form 1040)
  • Develop tax projections and coordinate estimated payments and tax efficient strategies
  • Partner closely with external CPAs, attorneys, and other advisors

Estate & Wealth Transfer Planning
  • Advise on estate planning strategies, including trusts and wealth transfer structures
  • Coordinate with estate attorneys to implement client plans
  • Guide clients on gifting strategies and long-term wealth preservation

Investment Management
  • Develop and manage customized investment portfolios aligned to client goals and risk tolerance
  • Incorporate tax-efficient investment strategies, including asset location and tax-loss harvesting
  • Monitor performance and adjust portfolios based on market and client changes

Who We're Looking For
  • Proven experience advising ultra high-net-worth clients or executives
  • Strong foundation in tax planning and estate planning
  • Exposure to wealth management and investment strategies
  • Ability to simplify complex concepts and deliver a high-touch client experience
  • CPA, CFP, or similar credentials preferred

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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