Senior Financial Advisor, Vice President

4 weeks ago

Irvine, California, United States Goldman Sachs Full time
About This Role

At Goldman Sachs, we are committed to empowering our clients and customers to reach their financial goals. Our Consumer and Wealth Management (CWM) division provides 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.

Job Summary

We are seeking a highly skilled and experienced Senior Financial Advisor, Vice President to join our team. The successful candidate will be responsible for providing advanced financial planning and wealth management services to our clients, including tax planning, investment advice, and financial analysis.

Responsibilities
  1. Prepare advanced computer-generated tax projections and tax returns with a comprehensive understanding of tax laws to assist clients with tax planning and issues.
  2. Review advanced income tax returns and identify potential issues.
  3. Proactively plan and anticipate client workflow to ensure timely and efficient delivery of services.
  4. Manage a team of financial advisors and provide guidance and support as needed.
  5. Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  6. Provide investment advice and financial planning services to clients, utilizing resources assigned to assist with client needs.
  7. Stay up-to-date with industry developments and regulatory changes to ensure compliance with all relevant laws and regulations.
Requirements
  1. Substantial completion of an MBA, JD, Masters of Tax, MS Accounting, CPA, CFA, or CFP program.
  2. Completion of required modules of the Account Manager Practical Skills Training program.
  3. Successful completion of required licensing and registrations, such as securities, advisory, tax, or insurance.
  4. Demonstrate strong organizational skills and the ability to work efficiently on a consistent basis.
  5. Exemplify good corporate citizenship and demonstrate a high level of integrity and business ethic.
  6. Demonstrate strong interpersonal and communication skills and continuous progression in technical and practical knowledge.
About Goldman Sachs

At Goldman Sachs, we are committed to fostering and advancing diversity and inclusion in our own workplace and beyond. We believe that who you are makes you better at what you do, and we are dedicated to creating a workplace where everyone has the opportunity to grow professionally and personally.

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