Wealth Planning & Investment Analysis Specialist

Goldman Sachs (lateral)

Newport Beach (CA)

On-site

USD 120,000 - 180,000

Full time

5 days ago

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Job summary

Goldman Sachs Wealth Management is seeking skilled professionals to deliver comprehensive financial guidance, tailored investment strategies, and tax services to individual, family office, and corporate clients in a dynamic environment.

Ayco, Goldman Sachs' premier program for Fortune 1000 companies, designs and implements financial planning for employees and executives. Join a team focused on client success and cutting-edge financial solutions.

Qualifications

Educational foundation: Bachelor's degree required.
Certifications: SIE, Series 7 and 66 preferred; required within 4 months of hire.
Strong MS Office proficiency for data management.
Excellent organizational and multitasking abilities.
Strong written and verbal communication skills.
Confidentiality and discretion.
Client-centric mindset with teamwork.
Proactive, innovative, and follow-through.

Responsibilities

Provide personalized financial planning and investment strategy to clients.
Prepare financial reports and analyses covering cash flow, tax projections, investment allocations, and estate planning.
Cultivate client relationships through extensive client meetings and collaboration with external advisors.
Prepare accurate income tax returns for clients and ensure compliance.
Lead financial planning projects and in-depth analyses to drive strategic initiatives.
Develop understanding of brokerage account operations to ensure a seamless client experience.
Participate in client meetings to gain insights into service delivery and deliverables.