Executive Wealth, Financial Planner Analyst

About the Role

At Goldman Sachs Wealth Management, the Financial Planner Analyst plays a pivotal role in delivering exceptional financial guidance and support to clients. This role is part of the Goldman Sachs Ayco (Ayco) business, which partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce.

Key Responsibilities

• Strategic Client Engagement: Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients, including corporate employees, executives, and high-net-worth individuals.
• Insightful Financial Analysis & Reporting: Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization, income tax projections, investment allocation strategies, performance evaluations, and estate planning flowcharts.
• Cultivate Client Relationships: Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors.
• Tax Expertise: Prepare accurate and timely income tax returns for clients.
• Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses.
• Operational Excellence: Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing.
• Service Model Immersion: Participate in client meetings to gain deep insights into the service delivery model and client deliverables.

Requirements & Tech Stack

• Microsoft Office Suite: Demonstrated working knowledge of Excel, Word, PowerPoint, and Outlook.
• Financial Planning Tools: Experience with relevant financial planning software is implied through the nature of the role's responsibilities.

Qualifications

• Educational Foundation: Bachelor’s degree required.
• Professional Certifications: FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire.
• Organizational Acumen: Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment.
• Communication Excellence: Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely.
• Ethical Conduct: Unwavering commitment to maintaining the highest level of confidentiality and discretion.
• Client-Centric Mindset: An enthusiastic and positive approach to problem-solving and delivering unparalleled client service.
• Collaborative Spirit: Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork.
• Proactive & Innovative: Must be innovative, demonstrate proactive time management, and possess strong follow-through.