Wealth Planning Advisor

Goldman Sachs; City of Albany (NY); Sur place; USD 63 000 - 70 000; Plein temps

Avantages offerts par ce poste

Healthcare & Medical Insurance

Vacation benefits

Financial Wellness & Retirement

On-site health centers

Child Care & Family Care

Résumé du poste

Goldman Sachs Wealth Management Albany seeks a detail‑oriented professional to deliver strategic financial planning, investment guidance, and tax services for diverse clients, including high‑net‑worth individuals and corporate teams.

You will build trusted relationships, prepare sophisticated analyses, and lead financial planning projects while maintaining strict confidentiality and a client‑centric mindset.

Qualifications

• FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
• Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Exceptional organizational and multitasking abilities in a fast-paced environment.
• Superior written and verbal communication with diverse audiences.
• Uncompromising confidentiality and discretion in handling client information.
• Client-centric mindset with collaborative, cross-functional teamwork.
• Proactive time management and a drive to deliver results.

Responsabilités

• Strategic client engagement: provide personalized financial planning, investment strategy, and tax services for individuals and corporate clients.
• Insightful financial analysis and reporting: cash flow, tax projections, allocation, performance, estate planning.
• Cultivate client relationships via extensive meetings and coordination with external advisors.
• Tax expertise: prepare accurate income tax returns and optimize outcomes.
• Project leadership and support across financial planning initiatives and analyses.
• Operational excellence: understand brokerage account operations for a seamless client experience.
• Service model immersion: participate in meetings to deepen understanding of client needs and deliverables.

Connaissances

Client engagement

Financial analysis

Tax expertise

Communication

Project leadership

Operational excellence

Service model understanding

Proactive & innovative

Formation

FINRA SIE

Series 7

Series 66

Outils

Microsoft Office

Excel

Word

PowerPoint

Outlook

Description du poste

Goldman Sachs Wealth Management Albany seeks a detail‑oriented professional to deliver strategic financial planning, investment guidance, and tax services for diverse clients, including high‑net‑worth individuals and corporate teams.

You will build trusted relationships, prepare sophisticated analyses, and lead financial planning projects while maintaining strict confidentiality and a client‑centric mindset.