Asset & Wealth Management, Private Family Office, Financial Planner Advisor, Associate - Chicago

Your Impact

As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. 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.

• 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.

• Bachelor’s degree required
• 2 - 4 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
• Must be able to be innovative, pro‑actively manage time and follow through to complete tasks
• FINRA SIE, Series 7 and Series 66 preferred (required within 4 months of hire)

The expected base salary for this Chicago, Illinois, United States‑based position is $70000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end.

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity