Asset & Wealth Management, GS Ayco, Financial Planner, Analyst - Deerfield

Goldman Sachs•Deerfield, IL

About The Position

Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs that support employee financial well-being. Drawing on Ayco’s legacy and Goldman Sachs resources, its advisors and technical specialists guide clients through education and practical implementation across financial disciplines, including employee benefit planning. As a Financial Planner, you provide personalized financial planning, investment strategy, and tax services through individual consultations with corporate employees, executives, high-net-worth individuals, and corporate clients. You prepare financial analyses and reports covering cash flow, tax projections, investment allocation and performance, and estate planning. The role also involves frequent interactions with clients and their external advisors, preparing income tax returns, contributing to and leading financial planning projects, learning brokerage account operations, and participating in client meetings to understand the service model and client deliverables.

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 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.
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 employees, executives, and high-net-worth individuals.
Prepare financial reports and analyses on cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts.
Interact by telephone and/or face-to-face with clients and their external advisors to gather information and provide 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 account opening, funding, and transaction processing.
Participate in client meetings to learn about the service delivery model and client deliverables.