VP, Wealth Planning & Tax Strategy

Goldman Sachs Group, Inc.; Newport Beach (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Goldman Sachs Ayco seeks a wealth planning professional to educate Wealth Advisors in sophisticated wealth transfer and tax-advantaged strategies. You will collaborate across trust structures (ILITs, IDGTs) and funding methods, coordinating with specialists to translate plans into implemented solutions.

In this role you will identify planning opportunities, present concepts to clients, and drive execution with underwriting and product teams.

Qualifications

• Bachelor’s degree required.
• Advanced degree or CFP designation preferred.
• Series 7 or Series 6 required.
• Life and health insurance license required.
• 3+ years of life insurance sales experience preferred.
• Strong verbal and written communication and presentation skills.
• Direct client-facing experience and network-building ability.
• Detail-oriented, self-motivated, and team player.
• Multitasking in a fast-paced environment.
• Proficiency with Microsoft Office programs.

Responsibilities

• Educate and support Wealth Advisors in planning, design, and implementation of sophisticated wealth transfer and tax-advantaged life insurance strategies.
• Knowledge of policy structures and trust structures including ILITs, IDGTs, GRUTs, QPRTs, IGTs, FLPs, and related funding strategies.
• Work with Wealth Advisor teams to identify planning opportunities and educate clients.
• Conduct client presentations on wealth transfer and tax-advantaged accumulation strategies.
• Drive Advisors to prioritize planning opportunities and execution.
• Coordinate with Underwriting and Implementation Teams to draft, review, and execute trusts for policy ownership.
• Partner with Product Analysis Team to adapt portfolios to market/tax changes.
• Identify new planning opportunities considering client demographics and multigenerational needs.
• Meet goals set for Wealth Advisors contributing to unit targets.
• Enhance client experience with exemplary service and professional demeanor.
• Demonstrate leadership and mentor junior associates.

Skills

CFP designation

Series 7/6

Life insurance license

Client relationship building

Communication skills

Detail-oriented

MS Office

Education

Bachelor's degree

Advanced degree or CFP

Tools

Microsoft Office

Job description

Goldman Sachs Ayco seeks a wealth planning professional to educate Wealth Advisors in sophisticated wealth transfer and tax-advantaged strategies. You will collaborate across trust structures (ILITs, IDGTs) and funding methods, coordinating with specialists to translate plans into implemented solutions.

In this role you will identify planning opportunities, present concepts to clients, and drive execution with underwriting and product teams.