CWM, Ayco Personal Financial Management – Financial Planner, Associate

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

ABOUT THIS JOB

Proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals.

Our Impact

IMPACT AND RESPONSIBILITIES

Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Principal Responsibilities

• Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice
• Prepare income and gift tax returns for clients
• Assist in financial planning projects and analysis

Basic Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor’s degree required
• NASD Series 7 and Series 66 preferred; required within 1 year of hire
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks