Wealth Management, Ayco Family Office, Financial Planner, Associate - Irvine

JOB SUMMARY & RESPONSIBILITIES

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

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.

AYCO Financial Counseling (AYCO)

Goldman Sachs Ayco Financial Counseling (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.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Prepare income tax returns for clients.
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Obtain a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience.
• Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals
• Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.
• Assist in financial planning projects and analysis.
• Attend client meetings to gain an understanding of the service model and deliverables.

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Ability to maintain a high level of confidentiality
• Bachelor’s degree required
• FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Enthusiastic and positive approach to problem-solving and client service
• Excellent written and verbal communication skills
• Strong organizational and multitasking skills