Asset & Wealth Management, GS Ayco, Executive Wealth, Financial Planner Analyst - Albany
About The Position
At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. 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. As a vital member of our team, you will play a pivotal role in delivering exceptional financial guidance and support, directly impacting 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.
- Exceptional organizational and multitasking skills.
- Superior written and verbal communication skills.
- Unwavering commitment to maintaining the highest level of confidentiality and discretion.
- 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.
- Innovative mindset with proactive time management and strong follow-through.
Nice To Haves
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred
Responsibilities
- Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients.
- 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.
- Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors to gather essential information and deliver expert financial advice.
- Prepare accurate and timely income tax returns for clients.
- Actively contribute to and lead various financial planning projects and in-depth analyses.
- Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing.
- Participate in client meetings to gain deep insights into our service delivery model and client deliverables.
Benefits
- Discretionary bonus if you are an active employee as of fiscal year-end
- Training and development opportunities
- Firmwide networks
- Wellness and personal finance offerings
- Mindfulness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
