Asset & Wealth Management, GS Ayco, Financial Planner, Analyst - Newport Beach
About The Position
The Financial Planner, Analyst in Goldman Sachs Ayco’s Asset & Wealth Management business provides financial guidance and support to corporate employees, executives, high-net-worth individuals, and other clients. The role delivers personalized financial planning, investment strategy, and tax services through individual and corporate client consultations, and translates complex financial information into actionable recommendations. The position also prepares financial reports and analyses, including cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts. It involves client and external-advisor interactions, preparing client income tax returns, contributing to financial planning projects, learning brokerage account operations, and participating in client meetings to understand Ayco’s service model and deliverables.
Requirements
- Bachelor’s degree required.
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 are required within 4 months of hire; they are listed as preferred certifications.
- 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 to diverse audiences.
- Commitment to confidentiality and discretion.
- Enthusiastic, positive approach to problem-solving and client service.
- Ability to cross-train, share tasks, and foster supportive teamwork.
- Innovative approach, proactive time management, and strong follow-through.
Nice To Haves
- FINRA Securities Industry Essentials (SIE) certification.
- Series 7 certification.
- Series 66 certification.
Responsibilities
- Provide personalized financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or 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.
- Interact extensively by telephone and/or face-to-face with clients and their external advisors to gather information and deliver 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
- May be eligible for a discretionary bonus if an active employee at fiscal year-end.
- Competitive benefits and wellness offerings for eligible US employees, including full-time and part-time employees working at least 20 hours per week.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
