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

Goldman Sachs (lateral); Deerfield (IL); On-site; USD 90,000 - 180,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking a client-focused advisor to deliver personalized financial planning, investment strategy, and tax services for individual and corporate clients, including high-net-worth individuals.

You will engage with clients, prepare analyses and reports, and support project work to ensure rigorous, confidential service across brokerage operations and service delivery.

Qualifications

• Bachelor's degree required.
• SIE, Series 7, and Series 66 preferred; required within 4 months of hire.
• Proficient in Microsoft Office for data management and communication.
• Strong organizational and multitasking abilities for a fast-paced environment.
• Excellent written and verbal communication to explain complex financial concepts.

Responsibilities

• Strategic Client Engagement: provide personalized financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients.
• Insightful Financial Analysis & Reporting: prepare sophisticated financial reports covering cash flow, tax projections, investment allocation, and estate planning flowcharts.
• Cultivate Client Relationships: engage in extensive client interactions with external advisors to deliver expert financial advice.
• Tax Expertise: prepare accurate and timely income tax returns for clients, ensuring compliance.
• Project Leadership & Support: lead financial planning projects and analyses to drive strategic initiatives.
• Operational Excellence: understand brokerage account operations to ensure a seamless client experience.
• Service Model Immersion: participate in client meetings to better understand service delivery and client needs.

Skills

Client engagement

Financial analysis

Tax knowledge

Relationship management

Project leadership

MS Office

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

OUR IMPACT

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. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design.

Goldman Sachs Ayco (Ayco):

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. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Strategic Client Engagement: Provide personalized, comprehensive 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.
• Insightful Financial Analysis & Reporting: 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, translating complex data into actionable insights.
• Cultivate Client Relationships: Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice.
• Tax Expertise: Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes.
• Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward.
• Operational Excellence: Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience.
• Service Model Immersion: Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations.

WHAT WE ARE LOOKING FOR

• Educational Foundation : Bachelor's degree required.
• Professional Certifications: FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire.
• Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication.
• Organizational Acumen: Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment.
• Communication Excellence: Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences.
• Ethical Conduct: Unwavering commitment to maintaining the highest level of confidentiality and discretion.
• Client-Centric Mindset: An enthusiastic and positive approach to problem-solving and delivering unparalleled client service.
• Collaborative Spirit: Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork.
• Proactive & Innovative: Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded