Wealth Planning & Analysis Advisor

SRI Conference; Newport Beach (CA); Sur place; USD 65 000 - 105 000; Plein temps

Résumé du poste

Goldman Sachs Ayco seeks a highly motivated financial professional to deliver comprehensive planning, investment and tax services to individual and corporate clients in Newport Beach. You will build trusted relationships, translate data into insights, and support leadership in client engagements.

Candidates should hold a Bachelor's degree and relevant securities licenses or be on track to obtain them within four months.

Qualifications

• Bachelor's degree required with professional certifications preferred.
• FINRA SIE, Series 7, and Series 66 preferred; must be obtained within 4 months of hire.
• Proficiency with Excel, Word, PowerPoint and Outlook for data handling.
• Strong organizational skills and multitasking in a fast-paced environment.
• Excellent written and verbal communication with discretion and integrity.

Responsabilités

• Provide personalized financial planning, investment strategy, and tax services.
• Prepare sophisticated financial reports and analyses for clients and executives.
• Engage with clients and advisors to deliver expert financial guidance.
• Prepare accurate income tax returns and optimize outcomes.
• Lead and support financial planning projects and analyses.
• Understand brokerage account operations and delivery of client service.
• Participate in client meetings to deepen understanding of service delivery.

Connaissances

Educational Foundation

Certifications

Microsoft Office

Organizational Acumen

Communication Excellence

Ethical Conduct

Client-Centric Mindset

Collaborative Spirit

Proactive & Innovative

Formation

Bachelor's degree

Outils

Microsoft Office Suite

Description du poste

Goldman Sachs Ayco seeks a highly motivated financial professional to deliver comprehensive planning, investment and tax services to individual and corporate clients in Newport Beach. You will build trusted relationships, translate data into insights, and support leadership in client engagements.

Candidates should hold a Bachelor's degree and relevant securities licenses or be on track to obtain them within four months.