Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate

Financial Planner/Associate role within Goldman Sachs' Asset & Wealth Management, Private Wealth Management, Partner Office Planning, delivering tax planning, cash flow analysis, estate planning and wealth-transfer services for high-net-worth clients, in coordination with investment experts.

Responsibilities

• Execute tax planning, projection and review (US and foreign) for high-net-worth families.
• Collaborate with clients and external experts to gather information required for filings, quarterly and as required.
• Prepare extension estimates.
• Prepare tax equalization computations.
• Conduct cash flow analysis.
• Prepare net worth statements.
• Create estate flowcharts, wills, and execute wealth transfer processes.
• Coordinate philanthropic giving.
• Work closely with investment experts to deliver best in class client service.

Requirements

• Bachelor's degree required.
• 3-5 years of experience in financial planning and/or personal income tax or accounting.
• CFPs, CPAs and CFAs strongly preferred.
• Working knowledge in financial planning, taxation and client service is a bonus.
• Exceptional, polished communication skills (written and verbal), including client communication.
• Ownership mindset and proactivity.
• Proven track record of team orientation.
• Enthusiastic, positive, solution oriented.
• SIE, Series 6, Series 7 and Series 66 required (completed within first 3 months of employment).

Benefits

• Healthcare and medical insurance.
• Holiday and vacation policies.
• Financial wellness and retirement programs.
• Health services.
• Fitness opportunities.
• Child care and family care benefits.
• Comprehensive benefits package at Goldman Sachs.

Opportunity overview

• Corporate title: Associate
• Office location(s): New York
• Job function: Sales
• Division: Asset & Wealth Management
• Salary Range: USD 80,000 - 160,000 per year