Associate Financial Planner – Private Wealth

Vctavern; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Job summary

Goldman Sachs Ayco Financial Counseling (Ayco) in the United States seeks professionals to deliver proactive financial planning and full-service implementation for executives and high net worth individuals.

You will design cash flow, tax, and investment reports, collaborate with client advisors, and prepare tax returns. The role emphasizes confidentiality, exceptional client service, and cross-functional teamwork.

Qualifications

• Bachelor’s degree is required.
• Series 7 and Series 66 licenses preferred and must be obtained within 1 year of hire.
• Proficiency with Microsoft Office suite (Excel, Word, PowerPoint, Outlook).
• Strong communication skills and commitment to client service.

Responsibilities

• Provide comprehensive personal financial planning and tax services to executives and high-net-worth individuals.
• Prepare cash flow, tax projections, and investment reports for clients.
• Maintain extensive client contact and coordinate with outside advisors.
• Prepare income and gift tax returns for clients.
• Support financial planning projects and analyses.

Skills

Series 7

Series 66

MS Office

Communication skills

Confidentiality

Multitasking

Client service

Problem solving

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Outlook

Job description

Goldman Sachs Ayco Financial Counseling (Ayco) in the United States seeks professionals to deliver proactive financial planning and full-service implementation for executives and high net worth individuals.

You will design cash flow, tax, and investment reports, collaborate with client advisors, and prepare tax returns. The role emphasizes confidentiality, exceptional client service, and cross-functional teamwork.