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

Goldman Sachs•Deerfield, IL

About The Position

As a Financial Planner in Goldman Sachs Ayco’s Asset & Wealth Management business, you will help deliver financial guidance and support to corporate employees, executives, high-net-worth individuals, and other clients. The role includes providing personalized financial planning, investment strategy, and tax services through individual and/or corporate client consultations. You will prepare financial reports and analyses covering cash flow, income tax projections, investment allocation and performance, and estate planning, translating complex information into actionable insights. The position also involves building relationships through telephone and face-to-face interactions with clients and their external advisors, preparing income tax returns, contributing to and leading financial planning projects, and developing an understanding of brokerage account operations. You will participate in client meetings to learn the service model and client deliverables. The posting requires a bachelor’s degree and Microsoft Office proficiency; SIE, Series 7, and Series 66 credentials are preferred and must be obtained within four months of hire.

Requirements

Bachelor’s degree required.
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.
Commitment to confidentiality and discretion.
Positive, client-focused approach to problem-solving and service.
Ability to cross-train, share tasks, and work supportively with a team.
Innovative approach, proactive time management, and strong follow-through.
FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 are required within four months of hire.

Nice To Haves

FINRA Securities Industry Essentials (SIE) certification.
Series 7 license.
Series 66 license.

Responsibilities

Provide personalized financial planning, investment strategy, and tax services to individual and/or corporate clients.
Prepare financial reports and analyses on cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning.
Interact by telephone and/or face-to-face with clients and external advisors 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.