Strategic Wealth Planning Analyst

SRI Conference

Deerfield (IL)

On-site

USD 100,000 - 160,000

Full time

5 days ago

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Job summary

Goldman Sachs Ayco seeks a detail-oriented financial planning professional to deliver personalized planning, investment strategy, and tax services to individuals and corporate clients. You will prepare comprehensive analyses, engage with clients and advisors, and lead financial planning projects to drive strategic outcomes.

The role requires a Bachelor’s degree, FINRA licenses within 4 months, and strong proficiency with Microsoft Office.

Qualifications

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

Responsibilities

Provide personalized financial planning, investment strategy, and tax services through consultations with individual and/or corporate clients.
Prepare sophisticated financial reports and analyses on cash flow, taxes, investments, and estate planning.
Build and maintain client relationships through extensive interactions with clients and external advisors.
Prepare accurate income tax returns and ensure compliance.
Lead financial planning projects and analyses to drive strategic initiatives.
Develop understanding of brokerage account operations to ensure seamless client experiences.
Participate in client meetings to improve service delivery and client outcomes.