Our Impact:The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience. How You Will Fulfill Your Potential: Our rigorous apprenticeshi... more details
Our Impact:
The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time and resources to each client’s unique financial circumstances to deliver an exceptional client experience.
How You Will Fulfill Your Potential:
Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning, and the desire to work closely with ultra-high net worth individuals. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.
Principal 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.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Basic Qualifications:
Bachelor’s degree required
3 - 5 years of experience
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
Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.
We would like to take a second to Welcome You to Job Abstracts, the nation’s largest Pure Job Board. With over 3.1 million job listings from 15,000+ Companies & Organizations, we help job searchers find careers that match their interests. As an anonymous user, you have probably discovered how easy our system is to use. However, you have just scratched the surface of what we can offer.
We encourage you to Register so you can use our most powerful features: searching with multiple terms, setting up multiple locations, establishing favorite companies, and accessing your search history. If you find a job you like, you can apply directly for it, and then, keep notes on it. We will also keep a lookout for jobs that match your search terms and email you when we find something you may like.
You can register for free and the system is free to use. If you like our system so far, click on Register and unlock the power required by serious job searchers.
Any time you conduct a search, the system shows you job matches, ranked by their Relevance Score (RS).
The score is calculated by a proprietary algorithm that uses Intelligent Machine Learning.
The Relevance Score tells you how well the job opportunity matches your search term or terms.
When not logged in, the system is limited to one search term. Scores for single term matches are usually lower.
When you register, log in, and set up multiple terms prioritized by importance, the jobs found for you will receive a much higher Relevance Score.