Job Description

YOUR IMPACT
Goldman Sachs Family Office (GSFO) is in search of a Wealth Advisory Services (WAS) Analyst to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and /or estate advisory.



OUR IMPACT

Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide 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. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.



Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.



Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.



How You Will Fulfill Your Potential

• Support a team of senior wealth strategists in assisting high net worth clients from an income, trust and estate and tax planning perspective
• Prepare materials on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts
• Actively prepare for and participate in client meetings and follow up
• Develop and update wealth transfer models to demonstrate the benefits of various income, estate and gift planning opportunities
• Summarize estate plans and entity structures; including preparation of financial exhibits
• Serve as a primary liaison for trust reviews, interpretation of key trust provisions and fiduciary law
• Assist in developing and tracking action plans to achieve financial goals (wealth transfer, income tax, charitable, capital sufficiency, etc...)
• Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients’ wealth planning
• Develop philanthropic goals and implement related structures (e.g., DAF, private foundations)
• Author topical publications related to wealth strategy and legislative changes
• Lead or participate in the efforts to embed innovation across Wealth Advisory Services and drive growth
• Act as liaison with The Goldman Sachs Trust Company

WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.



Skills & Experience We’re Looking For

• Bachelor’s Degree Required
• Experience with multi-generational wealth and estate planning strategies
• Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities
• Experience with state and local tax matters is preferable
• Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client’s wealth planning
• Deep interest in the financial markets and good investment sense/commercial instinct
• Excellent interpersonal skills and a desire to work in a team oriented environment
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
• Strong aptitude for modern applications and a demonstrated willingness to adopt and responsibly use emerging technologies, including AI-enabled tools, to support analysis, workflow efficiency, and innovation.
• Experience of presenting to internal and external audiences
• Ability to work in a fast-paced environment and think clearly under pressure
• A minimum of two years of experience as an accountant, attorney or wealth professional
• SIE, Series 7 and 63 required

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. 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. :


The Goldman Sachs Group, Inc., 2026. All rights reserved.


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

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview CORPORATE TITLE Analyst OFFICE LOCATION(S) Philadelphia JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management

Job Tags

Full time, Temporary work, Work at office, Local area

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