About the position
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.
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.
Requirements
- Bachelor's degree required
- FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire
- 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
Benefits
- Healthcare & Medical Services
- Competitive vacation policies based on employee level and office location
- Financial support for higher education
- Live financial education and content on a variety of topics
- Medical advocacy service for employees and family members facing critical health situations
- Counseling and referral services through the Employee Assistance Program (EAP)
- Global Medical, Security and Travel Assistance
- Workplace Ergonomics Program
- On-site fitness centers
- Reimbursement for fitness club membership or activity fees
- On-site child care centers
- Advice and counseling services for expectant parents
- Adoption, surrogacy, egg donation and egg retrieval stipends
