Asset & Wealth Management, Partner Family Office, Financial Planner, Associate - Miami

Financial Planning Professional

Are you an analytical client professional with a passion for financial planning? The GS PFO planning advisory team are experts delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance planning, charitable giving planning, etc., to meet the needs of our sophisticated high net worth clientele.

We are seeking professionals with an understanding of and interest in financial planning and taxes, who wants to grow in a fast-paced, detail oriented and highly visible client service team. Additionally, strong communication skills, ownership mindset, and prioritizing delivery of best in class client service is critical for success in this role.

Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.

Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Goldman Sachs Partner Family Office (GS PFO) provides bespoke and comprehensive financial planning and wealth management services to current and former Partners of Goldman Sachs, and their families.

Execute tax planning, projection and review (US and foreign) of high-net-worth families, including:

• Working closely with clients and external experts to gather all information required for filings, quarterly and as required.
• Preparing extension estimates
• Preparing tax equalization computations, etc.
• Conduct cash flow analysis
• Prepare net worth statements
• Create estate flowcharts, wills, execute wealth transfer processes
• Coordinate philanthropic giving, etc.
• Work closely with investment experts to deliver best in class client service

• Graduate degree with concentration in financial planning, taxation, accounting, including JDs and MBAs
• CFPs, CPAs and CFAs strongly preferred
• Licensing SIE, 6, 66, 7 will be required, can be completed post starting with the team

• Working knowledge in financial planning, taxation and client service is a bonus

• Exceptional, polished communication skills (written and verbal), including client communication
• Ownership mindset, proactivity
• Proven track record of team orientation
• Enthusiastic, positive, solution oriented