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Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New York
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$80k–$160k/yr
Full-time
bachelor degree, professional certificate
Wellness Offerings, Personal Finance Offerings, Mindfulness Programs, Training And Development Opportunities
Posted 33d ago
~40 hrs/week
Responsibilities
Execute complex financial planning solutions including tax, estate, and cash flow analysis for high-net-worth families. Coordinate with external experts and investment professionals to deliver bespoke wealth management services to Goldman Sachs partners.
Requirements
Requires a bachelor's degree and 3-5 years of experience in financial planning or personal income tax accounting. Candidates must obtain SIE, Series 6, 7, and 66 licenses within three months of employment.
Full job description
YOUR IMPACT
Are you an analytical client professional with a passion for financial planning? The GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. We are seeking professionals with an understanding of and interest in financial planning and taxes, who wants to grow in a fast-paced, detail oriented and highly visible client service team. Additionally, strong communication skills, ownership mindset, and prioritizing delivery of best in class client service is critical for success in this role.
OUR IMPACT
Wealth Management
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.
Goldman Partner Office (GPO)
GPO provides bespoke and comprehensive financial planning and wealth management services to current and former Partners of Goldman Sachs, and their families.
HOW YOU WILL FULFILL YOUR POTENTIAL
Execute tax planning, projection and review (US and foreign) of high-net-worth families, including:
Working closely with clients and external experts to gather all information required for filings, quarterly and as required.
Preparing extension estimates
Preparing tax equalization computations, etc.
Conduct cash flow analysis
Prepare net worth statements
Create estate flowcharts, wills, execute wealth transfer processes
Coordinate philanthropic giving, etc.
Work closely with investment experts to deliver best in class client service
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Bachelor's degree required
3-5 years of experience in financial planning and/or personal income tax/accounting
CFPs, CPAs and CFAs strongly preferred
Working knowledge in financial planning, taxation and client service is a bonus
Skills:
Exceptional, polished communication skills (written and verbal), including client communication
Ownership mindset, proactivity
Proven track record of team orientation
Enthusiastic, positive, solution oriented
SIE, Series 6, Series 7 and Series 66 required (must be completed within first 3 months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this New York, New York, United States-based position is $80000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges.
For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses.
Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance.
Find our Social Media Disclosures here: gs.com/social-media-disclosures
Offices: 200 West Street, New York, New York 10282, US
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