Strategic Wealth Planner Analyst

SRI Conference; City of Albany (NY); Presencial; USD 63.000 - 70.000; Jornada completa

Descripción de la vacante

Goldman Sachs Ayco seeks a qualified professional to provide strategic financial planning, tax services, and investment guidance for individuals and corporate clients in Albany, NY. You will engage with clients, prepare comprehensive analyses, and support cross-functional planning projects.

The role requires a Bachelor's degree, relevant FINRA certifications within 4 months, and strong MS Office skills. A client-centric, detailed, and proactive mindset is essential for success.

Formación

• Bachelor's degree required.
• FINRA SIE, Series 7, and Series 66 preferred; required within 4 months of hire.
• Proficiency with MS Office Suite (Excel, Word, PowerPoint, Outlook).

Responsabilidades

• Strategic Client Engagement: Provide personalized financial planning, investment strategy, and tax services through consultations with individual and/or corporate clients.
• Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering cash flow, tax projections, investments, and estate planning.
• Cultivate Client Relationships: Engage in telephone and face-to-face interactions with clients and external advisors to deliver expert financial advice.
• Tax Expertise: Prepare accurate and timely income tax returns for clients.
• Project Leadership & Support: Lead financial planning projects and in-depth analyses.
• Operational Excellence: Understand brokerage account operations to ensure a seamless client experience.
• Service Model Immersion: Participate in client meetings to deepen understanding of service delivery.

Conocimientos

Client engagement

Financial analysis

Tax planning

Project leadership

Attention to detail

Communication skills

Educación

Bachelor's degree

Herramientas

MS Office

Excel

PowerPoint

Outlook

Descripción del empleo

Goldman Sachs Ayco seeks a qualified professional to provide strategic financial planning, tax services, and investment guidance for individuals and corporate clients in Albany, NY. You will engage with clients, prepare comprehensive analyses, and support cross-functional planning projects.

The role requires a Bachelor's degree, relevant FINRA certifications within 4 months, and strong MS Office skills. A client-centric, detailed, and proactive mindset is essential for success.