Wealth Planning Analyst: Strategic Client Guidance

Goldman Sachs Group; Newport Beach (CA); On-site; USD 65,000 - 105,000; Full time

Job summary

Goldman Sachs in Newport Beach, CA is seeking an Analyst to deliver financial guidance and support to individual and corporate clients. You will conduct detailed planning, investment strategy, and tax services in one-on-one consultations.

You will work with colleagues to analyze cash flow, investments, and estate planning; develop reports, and help manage brokerage operations while delivering exceptional client service.

Qualifications

• FINRA SIE, Series 7, Series 66 required within 4 months of hire.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Excellent organizational multitasking in a fast-paced environment.
• Strong written and verbal communication skills.
• Commitment to confidentiality and discretion.
• Client-centric mindset and willingness to collaborate.
• Proactive, innovative, and able to manage time effectively.

Responsibilities

• Strategic Client Engagement: Provide personalized financial planning and advisory services to individuals and corporations.
• Insightful Financial Analysis & Reporting: Prepare complex reports and analyses on cash flow, taxes, investments and estate planning.
• Cultivate Client Relationships: Interact with clients and external advisors to deliver expert guidance.
• Tax Expertise: Prepare accurate income tax returns for clients and optimize outcomes.
• Project Leadership & Support: Lead and contribute to financial planning projects and analyses.
• Operational Excellence: Understand brokerage account operations and processing for clients.
• Service Model Immersion: Participate in client meetings to enhance service delivery understanding.

Skills

SIE

Series 7

Series 66

MS Office

Organization

Communication

Confidentiality

Client service

Collaboration

Proactive

Tools

Excel

Word

PowerPoint

Outlook

Job description

Goldman Sachs in Newport Beach, CA is seeking an Analyst to deliver financial guidance and support to individual and corporate clients. You will conduct detailed planning, investment strategy, and tax services in one-on-one consultations.

You will work with colleagues to analyze cash flow, investments, and estate planning; develop reports, and help manage brokerage operations while delivering exceptional client service.