Asset & Wealth Management, GS Ayco, Executive Wealth, Financial Planner Analyst - Albany
About The Position
The Financial Planner Analyst will support Goldman Sachs Ayco in delivering personalized financial guidance to corporate employees, executives, high-net-worth individuals, and corporate clients. The role involves one-on-one financial planning, investment strategy, and tax consultations, as well as preparing analyses and reports on cash flow, income tax projections, investment allocations and performance, and estate planning. The analyst will interact extensively with clients and their external advisors, prepare client income tax returns, contribute to financial planning projects, learn brokerage account operations, and participate in client meetings to understand the firm's service model and deliverables.
Requirements
- Bachelor’s degree.
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 are required within four months of hire.
- Working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
- Exceptional organizational and multitasking skills, including the ability to manage multiple priorities in a fast-paced environment.
- Superior written and verbal communication skills, including the ability to explain complex financial concepts clearly and concisely to diverse audiences.
- Commitment to confidentiality and discretion.
- Positive, client-focused approach to problem-solving and service.
- Ability to cross-train, share tasks, and work collaboratively in a supportive team.
- Innovative approach, proactive time management, and strong follow-through.
Nice To Haves
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 are preferred.
Responsibilities
- Provide personalized financial planning, investment strategy, and tax services through one-on-one consultations with individual and corporate clients, including corporate employees, executives, and high-net-worth individuals.
- Prepare financial reports and analyses covering cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts; translate complex data into actionable insights.
- Interact with clients and their external advisors by telephone and/or face-to-face, gathering information and providing financial advice.
- Prepare accurate and timely income tax returns for clients.
- Contribute to and lead financial planning projects and in-depth analyses.
- Develop an understanding of brokerage account operations, including opening, funding, and transaction processing.
- Participate in client meetings to learn about the service delivery model and client deliverables.
Benefits
- Competitive benefits and wellness offerings.
- May be eligible for a discretionary bonus if an active employee at fiscal year-end.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
