VP, Private Family Office Financial Planner

Posted yesterday

goldman sachsMillbrae (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Goldman Sachs Private Family Office seeks an experienced Family Office Advisor to deliver comprehensive financial planning and advisory services to ultra-high net worth clients. You will lead client relationships, coordinate a team of planners and analysts, and ensure estate, tax, liquidity and risk strategies align with client goals. This role requires a strong track record in wealth management, advanced degrees/designations, and the ability to manage confidential information while

Before you apply

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Your profile is current

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A number in mind

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Your notice period

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