Asset & Wealth Management, GS Ayco Executive Wealth Financial Planner, Analyst -Morristown, NJ
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
Goldman Sachs is seeking a candidate for its Wealth Management division, specifically within Goldman Sachs Ayco. The role involves working closely with individual and corporate clients to provide comprehensive personal financial planning, investment planning, and tax services. The candidate will prepare various reports related to cash flow planning, income tax projections, investment allocation, and estate flowcharts. The position requires extensive interaction with clients and their advisors, preparation of income tax returns, and assistance in financial planning projects. The candidate will also need to gain knowledge of brokerage account processes to ensure a smooth client experience and attend client meetings to understand service models and deliverables.
