Goldman Sachs
As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients by working with advisors to cultivate deep, enduring relationships. This role involves providing comprehensive personal financial planning, investment planning, and tax services to ultra-high net worth individuals and their families. The position requires preparing various client reports, maintaining telephone and face-to-face interactions with clients and their advisors, and preparing income and trust tax returns.
Headquarters
New York, New York, United States
Company Size
10001+ employees
Founded
1869
Goldman Sachs is a leading global investment banking, securities, and asset and wealth management firm that provides advisory and capital-raising services, sales and trading, investment management, and consumer banking (including Marcus). It serves corporations, financial institutions, governments and high‑net‑worth clients with M&A and strategic advice, underwriting, market‑making, lending and risk‑management solutions. With a long history and worldwide footprint, Goldman Sachs is known for deep capital‑markets expertise, proprietary research, and integrated financial platforms.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Goldman Sachs.
75% above the average for this role