Wealth Management, Ayco Personal Financial Management - Financial Planner, Associate - Chicago, Il

ABOUT THIS JOB

Proactive financial counseling and full-service implementation to address complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to help address specific needs and manage their financial affairs.

Out holistic approach incorporates financial planning in these areas: consolidated investment review, income tax preparation and planning, estate and wealth transfer, employee benefits, risk management, philanthropy, cash flow planning, and more.

IMPACT AND RESPONSIBILITIES

Our Impact:

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:

Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledgebase to be an advisor. We are seeking individuals who identify as quick-thinking, self-starters with a passion to help others, interest in financial planning, and have the desire to work closely with ultra-high net worth individuals. We are looking for candidates who possess the ability to think outside the box and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Principal Responsibilities:

• Assist in financial planning projects and analysis
• Prepare various reports for clients in the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc.
• Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice
• Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals
• Prepare income and trust tax returns for clients

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Basic Qualifications:

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

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity