AWM, Goldman Sachs Ayco, Financial Advisor/Planner, Vice President- Pittsburgh
Goldman SachsOUR IMPACT
At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design.
Goldman Sachs Ayco (Ayco):
Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals.
YOUR IMPACT
We are seeking a seasoned and highly motivated Senior Financial Planner/Advisor to join our team, serving ultra-high net worth individuals, families, and family office clients. This role demands a unique blend of investment expertise, advanced tax knowledge, estate planning acumen, insurance proficiency, and exceptional interpersonal skills. The ideal candidate will act as a trusted advisor and strategic partner to C-suite executives and multi-generational families, delivering comprehensive wealth management solutions while driving business growth.
Key Responsibilities
Client Advisory & Relationship Management
- Advise C-suite clients and ultra high-net-worth families with a consultative, solutions-oriented approach
- Build and deepen client relationships, identifying opportunities to grow and expand the business
Tax & Planning Coordination
- Prepare and review complex individual tax returns (Form 1040)
- Develop tax projections and coordinate estimated payments and tax efficient strategies
- Partner closely with external CPAs, attorneys, and other advisors
- Advise on estate planning strategies, including trusts and wealth transfer structures
- Coordinate with estate attorneys to implement client plans
- Guide clients on gifting strategies and long-term wealth preservation
Investment Management
- Develop and manage customized investment portfolios aligned to client goals and risk tolerance
- Incorporate tax-efficient investment strategies, including asset location and tax-loss harvesting
- Monitor performance and adjust portfolios based on market and client changes
Who We’re Looking For
- Proven experience advising ultra high-net-worth clients or executives
- Strong foundation in tax planning and estate planning
- Exposure to wealth management and investment strategies
- Ability to simplify complex concepts and deliver a high-touch client experience
- CPA, CFP, or similar credentials preferred
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
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