Asset & Wealth Management- Miami- Associate, Sales- Miami Associate

Job Duties

Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work alongside an advisor team to help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives, and other high-net worth individuals. Prepare various reports and analyses for clients in the areas of personal financial statements, cash flow planning, income tax projections, insurance reviews, investment allocation, investment performance, estate document reviews, estate flowcharts, etc.

Establish trust and rapport with clients over the phone and via Zoom by asking open-ended questions and using inclusive language; ultimately forming long-term relationships with our clients. Extensive telephone contact and/or Zoom interaction with clients, and their outside advisors, to obtain information and help the advisor team provide advice. Conduct individual research on client’s financial planning questions using internal resources and the questions can vary from a specific tax treatment to a specific investment product.

Assist the team in documenting the client file to ensure all communication and client service is well documented.

Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, Management, or related field and two (2) years of experience in the job offered or in a related role. Prior employment must include two (2) years of experience with: working with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance or other relevant information needed to develop a financial plan;

tax projections and reviewing accurate withholding and payments; financial products including stocks, bonds, mutual funds, ETFs, Equity Awards, and insurance; supporting client engagements in Estate Planning, Taxes, Investments, Insurance, Cash Flow Management, and Risk Management; and actively documenting all notes and action items during client meetings and ensuring all commitments made by advisors are completed in a timely manner.

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement:
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services:
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness:
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care:
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.