Private Client Group Finance Jobs

1 job found

1mo ago

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

Goldman Sachs New York, NY

New York, NY

1mo ago Closed

$80k - $160k/yr Full time Advisor Asset Management Client Relations

This position is no longer accepting applications (closed Aug 10, 2026).

Job Description

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

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