As a Financial Planner at Goldman Sachs, you will play a crucial role in shaping the financial futures of ultra-high net worth clients. You will collaborate with advisors to build lasting relationships and provide comprehensive financial planning services. The position emphasizes a personalized approach to each client's unique financial circumstances, ensuring an exceptional client experience. You will also be part of a rigorous apprenticeship model that develops your skills and knowledge in financial advising.

• Bachelor's degree required
• 0-1+ years of work experience
• 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
• FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire)

• Join an advisor team and help service clients and their families.
• Provide comprehensive personal financial planning, investment planning, and tax services to clients.
• Prepare various client reports in areas such as personal financial statements and cash flow planning.
• Engage in telephone contact and face-to-face interaction with clients and their advisors.
• Prepare income and trust tax returns for clients.

• Employees at Goldman Sachs are often offered comprehensive benefits, including medical, dental, life and disability coverage, generous vacation and holidays, and robust wellness resources such as EAP counseling, medical advocacy, on-site/virtual health services, and fitness support. Financial perks typically include retirement savings programs, live financial education, education support, and wealth-creation opportunities through equity awards and select investment programs. Many locations also provide family benefits (childcare resources, parental and family leaves, adoption/surrogacy support) and flexible work options like part-time schedules, job sharing, telecommuting, and alternate hours.