Senior Wealth Strategy Advisor

The Goldman Sachs Group; Newport Beach (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Goldman Sachs Ayco is seeking a seasoned wealth planning professional to educate and support Wealth Advisors in designing and implementing sophisticated wealth transfer and tax-advantaged strategies for executives, entrepreneurs, and high net worth clients.

You will partner with Underwriting, Implementation, and product teams to translate complex planning opportunities into actionable client solutions, while maintaining the highest standard of service and accuracy.

Qualifications

• Bachelor's degree required.
• Advanced degree or designation such as CFP.
• Series 7 or Series 6 required.
• Life and health insurance license required.
• Minimum three years' experience in life insurance sales is required.
• Demonstrated excellent verbal and written communication and presentation skills.
• Direct client facing experience and demonstrated ability to build and foster strong network of relationships.
• Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment.
• Demonstrated ability to multi-task in a fast-paced environment.
• Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word).
• Personal commitment to accuracy, attention to detail and meeting tight deadlines.

Responsibilities

• Educate and support Wealth Advisors and their teams in the planning, design and implementation of sophisticated wealth transfer and tax-advantaged life insurance strategies.
• Knowledge of alternative and complementary non-insurance planning essential to compare and contrast planning opportunities.
• Work directly with Wealth Advisor teams to identify planning opportunities.
• Conduct client presentations regarding wealth transfer and tax-advantaged accumulation strategies including recommending suitable implementation.
• Drive Wealth Advisors to prioritize identification, presentation and implementation of suitable planning.
• Liaise between Wealth Advisor Teams and internal Underwriting and Implementation Teams to implement planning including the drafting, review and execution of trusts for trust owned policies.
• Engage with third party estate planning attorneys and institutional trustee services.
• Partner with Product Analysis Team to enhance product and strategy portfolio based on changes in the product landscape, market conditions or applicable tax law.
• Identify new or alternative planning opportunities via understanding changing client dynamics including wealth demographics, client tenure, multi-generational engagement and building on existing planning.
• Responsible for meeting goals set for your specific Wealth Advisors which contribute to the overall unit goals
• Enhance the client experience through exemplary client service standards
• Demonstrate strong leadership skills, acting as a role model for other associates.

Skills

Communication skills

Presentation

Relationship building

Education

Bachelor's degree

Advanced degree or CFP

Tools

Microsoft Office

Job description

Goldman Sachs Ayco is seeking a seasoned wealth planning professional to educate and support Wealth Advisors in designing and implementing sophisticated wealth transfer and tax-advantaged strategies for executives, entrepreneurs, and high net worth clients.

You will partner with Underwriting, Implementation, and product teams to translate complex planning opportunities into actionable client solutions, while maintaining the highest standard of service and accuracy.