Asset & Wealth Management, Executive Wealth Financial Planner, Analyst -Pittsburgh, PA

Goldman Sachs • Pittsburgh, PA

394d

About The Position

The Executive Wealth Financial Planner Analyst at Goldman Sachs is responsible for providing comprehensive personal financial planning, investment planning, and tax services to individual and corporate clients, particularly high-net-worth individuals and corporate employees. This role involves extensive client interaction, preparing detailed financial reports, and assisting in various financial planning projects to help clients achieve their financial goals.

Requirements

• Bachelor's degree required.
• FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire.
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook.
• Strong organizational and multitasking skills.
• Excellent written and verbal communication skills.
• Ability to maintain a high level of confidentiality.
• Enthusiastic and positive approach to problem-solving and client service.
• Proven track record with cross-training, task-sharing, and mutually supportive teamwork.
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks.

Responsibilities

• Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning, and tax services.
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Engage in extensive telephone contact and/or face-to-face interaction with clients and their outside advisors to obtain information and provide advice.
• Prepare income tax returns for clients.
• Assist in financial planning projects and analysis.
• Obtain a working knowledge of brokerage account opening, funding, and other transactions to ensure a smooth client experience.
• Attend client meetings to gain an understanding of the service model and deliverables.

Benefits

• Training and development opportunities
• Wellness programs
• Personal finance offerings
• Mindfulness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees