Goldman Sachs · 5 days ago
Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $270K/yr
7+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking an experienced Family Office Advisor to provide comprehensive financial planning and advisory services to ultra-high net worth clients, managing client relationships and coordinating with various advisors to deliver tailored financial solutions.
BankingFinanceFinancial ServicesVenture Capital
Hiring Manager
Andrea Treviño Garza
Responsibilities
Advise, coordinate and manage relationships across multiple client advisers, including attorneys, accountants and bankers to ensure seamless communication and integration of planning
Prepare and review financial statements, including balance sheets, income statements, and cash flow statements to identify trends and planning opportunities or challenges
Develop and implement tax efficiency planning strategies and ensure compliance with tax laws and regulation
Prepare and review client tax returns
Collaborate with client T&E attorney to develop, illustrate, and implement estate plans
Ensure efficient transfer of wealth and the minimization of estate taxes
Assess and manage risk exposure through insurance planning; develop strategies to mitigate risk and protect assets
Analyze and manage client cash flow to ensure sufficient liquidity to meet all financial obligations
Collaborate with clients to develop and implement philanthropic strategies, including charitable giving and foundation planning to ensure tax-efficient giving and a maximized impact
Monitor and analyze investment portfolios to ensure alignment with client goals and objectives
Collaborate with internal and external investment managers to optimize investment strategies
Track and report on alternative investment portfolio
Qualification
Required
Bachelor's degree in Finance, Accounting, or related field
Advanced degree/designation required (e.g., MST, MBA, JD, CPA, CFP)
FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire
Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field
Proven track record of working with ultra-high net worth clients
Strong knowledge of financial planning concepts, including tax planning, estate planning, and investment management
Excellent communication, interpersonal, and project management skills
Experience managing a team or acting in a leadership position
Ability to maintain confidentiality and handle sensitive client information
Benefits
Discretionary bonus
Valuable and competitive benefits and wellness offerings
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
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
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
2026-01-09
Company data provided by crunchbase