Strategic Wealth Planner

Goldman Sachs; Deerfield (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

Goldman Sachs Ayco is seeking a Financial Planner/Analyst in Deerfield, IL to deliver comprehensive financial guidance for individuals and corporate clients, including executives and ultra-high-net-worth families.

You will prepare detailed financial analyses, tax projections, and investment strategies while engaging with clients and external advisors to provide top-tier service. Professional certifications and MS Office proficiency are essential in a fast-paced environment.

Qualifications

• FINRA SIE, Series 7, and Series 66 preferred; required within 4 months of hire.
• Strong knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) for data management and communication.

Responsibilities

• Provide personalized, comprehensive financial planning and investment guidance for individuals and corporate clients, including executives and high-net-worth individuals.
• Prepare sophisticated financial reports and analyses covering cash flow, tax projections, investment allocation, performance, and estate planning flowcharts.
• Engage in extensive client interactions to gather information and deliver expert financial advice.
• Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing outcomes.
• Lead and contribute to financial planning projects and analyses to drive strategic initiatives.
• Develop understanding of brokerage account operations, including opening, funding, and transaction processing.
• Participate in client meetings to deepen understanding of service delivery and client needs.

Skills

SIE

Series 7

Series 66

Tools

Microsoft Office

Job description

Goldman Sachs Ayco is seeking a Financial Planner/Analyst in Deerfield, IL to deliver comprehensive financial guidance for individuals and corporate clients, including executives and ultra-high-net-worth families.

You will prepare detailed financial analyses, tax projections, and investment strategies while engaging with clients and external advisors to provide top-tier service. Professional certifications and MS Office proficiency are essential in a fast-paced environment.