Asset & Wealth Management, GS Ayco, Financial Planner, Analyst - Newport Beach

Goldman Sachs • Newport Beach, CA

1d

About The Position

Goldman Sachs Ayco is a financial planning partner to Fortune 1000 companies, designing and implementing tailored programs to support employees’ financial well-being. The Financial Planner provides personalized financial planning, investment strategy, and tax services to corporate employees, executives, high-net-worth individuals, and other clients. The role prepares financial analyses and reports, builds client relationships, prepares tax returns, contributes to planning projects, and supports brokerage account operations. It also participates in client meetings to learn and strengthen the service model.

Requirements

• Bachelor’s degree required.
• 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, with 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.
• Commitment to confidentiality and discretion.
• Positive, client-focused approach to problem-solving and service.
• Ability to cross-train, share tasks, and work collaboratively.
• Innovation, proactive time management, and strong follow-through.

Nice To Haves

• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred.

Responsibilities

• Provide personalized financial planning, investment strategy, and tax services through one-on-one consultations with individual and corporate clients.
• Prepare financial reports and analyses, including cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts.
• Communicate with clients and their external advisors by telephone and/or in person to gather information and provide financial advice.
• Prepare accurate and timely client income tax returns.
• 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 understand the service model and client deliverables.

Benefits

• Competitive benefits and wellness offerings, including benefits, wellness, personal finance offerings, and mindfulness programs.
• Potential eligibility for a discretionary bonus for active employees at fiscal year-end.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level