Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco

Financial Planner/Analyst within Goldman Sachs Private Family Office/Wealth Management. Supports advisory teams by preparing client reports (personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate planning reviews), and by performing tax return preparation for clients. Engages in telephone or face-to-face client interactions, collaborates with outside advisors, and contributes to comprehensive personal financial planning and tax services for ultra-high net worth clients and family offices. Requires a Bachelor's degree and 0-1+ years of experience; proficiency with Microsoft Office; strong written/verbal communication; ability to maintain confidentiality; intellectual curiosity and critical thinking; teamwork and proactive time management. FINRA SIE, Series 7 and Series 66 are preferred (required within 4 months of hire). The position is based in San Francisco, CA, within Wealth Management.”,