VP, Private Family Office Financial Planner

L5

goldman sachsMillbrae, CAyesterday
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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Level

SeniorL5

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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