Elite Wealth Planning Advisor & Analyst

Goldman Sachs; Newport Beach (CA); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

On-site Health Centers

Fitness support

Job summary

Goldman Sachs Wealth Management in Newport Beach, CA seeks an advisor with established FINRA credentials to deliver bespoke financial planning, investment strategy, and tax services for high-net-worth clients and corporate accounts.

You will collaborate with clients and external advisors, prepare detailed financial reports, and guide projects to enhance service delivery while maintaining the highest standards of confidentiality and ethics.

Qualifications

• FINRA SIE, Series 7, Series 66 preferred; required within 4 months of hire.
• Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.

Responsibilities

• Provide personalized, comprehensive financial planning, investment strategy, and tax services for individual and corporate clients.
• Prepare sophisticated financial reports and analyses on cash flow, taxes, investments, estate planning.
• Engage in extensive client interactions and collaboration with external advisors to deliver financial advice.
• Prepare accurate income tax returns for clients and ensure compliance.
• Lead financial planning projects and analyses to drive strategic initiatives.
• Develop understanding of brokerage account operations to ensure seamless client experience.
• Attend client meetings to improve understanding of service delivery and client needs.

Skills

SIE

Series 7

Series 66

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Communication Excellence

Ethical Conduct

Client-Centric Mindset

Collaborative Spirit

Proactive & Innovative

Tools

Microsoft Office Suite

Job description

Goldman Sachs Wealth Management in Newport Beach, CA seeks an advisor with established FINRA credentials to deliver bespoke financial planning, investment strategy, and tax services for high-net-worth clients and corporate accounts.

You will collaborate with clients and external advisors, prepare detailed financial reports, and guide projects to enhance service delivery while maintaining the highest standards of confidentiality and ethics.