Certified Financial Planner (CFP) at Goldman Sachs, Boston, Massachusetts

Company Overview: Goldman Sachs is a leading global investment banking, securities, and investment management firm. With a rich history dating back over 150 years, we are renowned for our expertise in mergers and acquisitions, asset management, and wealth management services. Our commitment to excellence and innovation has solidified our position as a top-tier financial institution in the industry. Key Responsibilities For Certified Financial Planner (CFP): - Provide comprehensive financial planning services to high-net-worth clients, including retirement planning, investment management, estate planning, and tax strategies. - Develop personalized financial plans based on clients' goals, risk tolerance, and financial situation. - Conduct regular portfolio reviews and recommend adjustments to ensure alignment with clients' objectives. - Collaborate with other financial professionals within the firm to deliver holistic wealth management solutions. - Stay updated on industry trends, regulatory changes, and best practices in financial planning to provide clients with the most relevant advice. Required Qualifications: - Certified Financial Planner (CFP) designation. - Bachelor's degree in Finance, Economics, or related field. - Minimum of 3-5 years of experience in financial planning and wealth management. - Strong knowledge of investment products, tax laws, and estate planning strategies. - Excellent communication and interpersonal skills to build and maintain client relationships. - Proficiency in financial planning software and tools. Desired Skills: - Master's degree in Finance or related field. - CFA (Chartered Financial Analyst) designation. - Experience working with ultra-high-net-worth clients. - Fluency in multiple languages to cater to diverse client needs. - Proven track record of exceeding client expectations and driving business growth. Compensation & Benefits: The annual salary range for the Certified Financial Planner (CFP) position at Goldman Sachs in Boston, Massachusetts is $90,000 - $120,000, commensurate with experience and qualifications. In addition to competitive compensation, we offer a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities. How to Apply: To apply for the Certified Financial Planner (CFP) position at Goldman Sachs in Boston, please visit our careers page on the company website. Submit your resume and cover letter highlighting your relevant experience and qualifications for this role. Only shortlisted candidates will be contacted for further interviews. Thank you for considering a career with Goldman Sachs.