Wealth Management Analyst: Client-Focused Financial Planner

Goldman Sachs Ayco in Albany seeks an Analyst to deliver tailored financial planning, investment, and tax services for high net-worth clients. The role covers client engagement, financial analysis, tax returns, and project leadership within a collaborative team.

Strong FINRA certifications, Excel proficiency, and exceptional communication are essential; knowledge of brokerage operations enhances client service delivery.

We invite applications for the Wealth Management Analyst:
Client-Focused Financial Planner position located in City of Albany, NY, United States.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Analyst:
Client-Focused Financial Planner role in the description above.

We appreciate your interest in this position.

Join Goldman Sachs Group and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.