Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco

The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to high-net-worth individuals and their families. They specialize in consolidated investment review, income tax preparation and planning, estate planning, and wealth transfer. They are seeking a highly skilled Family Office Advisor to manage client relationships, team coordination, and financial planning across a range of areas like tax planning, estate planning, and risk management.

Requirements

• Manage client relationships, a team of financial planners, and analysts.
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements.
• Develop and implement tax efficiency planning strategies and ensure compliance with tax laws and regulation.
• Assess and manage risk exposure through insurance planning.
• Analyze and manage client cash flow to ensure sufficient liquidity.
• Collaborate with clients to develop and implement philanthropic strategies.

Benefits

• Competitive benefits and wellness offerings
• Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings.