VP, Private Family Office Financial Planner
goldman sachsMillbrae, CA
VP, Private Family Office Financial Planner
goldman sachsMillbrae, CA
yesterday
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesPrivate HouseholdsAbout 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
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JOB OVERVIEW
Experience level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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