Wealth Management Ayco | Analyst | Newport Beach, CA

Goldman Sachs•Newport Beach, CA

4d•Onsite

About The Position

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. As a vital member of our team, you will play a pivotal role in delivering exceptional financial guidance and support. Your contributions will directly impact the financial success and peace of mind of our clients.

Requirements

Bachelor’s degree required.
Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication.
Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment.
Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences.
Unwavering commitment to maintaining the highest level of confidentiality and discretion.
An enthusiastic and positive approach to problem-solving and delivering unparalleled client service.
Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork.
Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success.

Nice To Haves

FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire.

Responsibilities

Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals.
Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts, translating complex data into actionable insights.
Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice.
Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes.
Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward.
Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience.
Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations.