Goldman Sachs · 8 hours ago
Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
San Francisco, CA
Full-time
Onsite
Mid Level
$75K/yr - $160K/yr
3+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. The Private Family Office provides proactive financial counseling and full-service implementation for ultra-high net worth individuals and their families, focusing on comprehensive personal financial planning and investment services.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
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
Qualification
Required
Bachelor's degree required
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
3-5 years of relevant industry experience
Preferred
FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire
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.
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
2025-12-31
2025-12-30
Company data provided by crunchbase