Asset & Wealth Management, Ayco, Personal Planning, Financial Planner - Analyst

OUR IMPACT Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.

Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control.

Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

• Support multiple advisors in the delivery of comprehensive financial planning and investment advisory services to corporate employees, executives and / or other high-net-worth individuals
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Extensive telephone contact and / or zoom interaction with clientsto obtain information and provide advice
• Assist in financial planning projects and analysis
• Obtain a working knowledge of Goldman’s Investment Platform and ancillary offerings that may be appropriate for clients depending on their financial needs
• Attend and participate in client meetings to gain an understanding of the service model and deliverables.
• Perform operational tasks including client onboarding and account opening
• maintain accurate records of client interactions

• Bachelor’s degree required
• FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 required within 4 months of hire
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Proficient use of Salesforce systems and tools preferred
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Must be able to proactively manage time and follow through to complete tasks