Analyst

About the Role

At Goldman Sachs Wealth Management, the goal is to empower clients and customers globally to achieve their financial aspirations. Advisor-led businesses deliver financial planning, investment management, banking solutions, and advice to a diverse clientele. The consumer business provides digital solutions for spending, borrowing, investing, and saving.

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement financial planning programs for their workforce. Ayco’s advisors and technical specialists guide clients through financial disciplines, including employee benefit planning.

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.
• Insightful Financial Analysis & Reporting: Prepare financial reports and analyses covering 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 to gather information and deliver financial advice.
• Tax Expertise: Prepare accurate and timely income tax returns for clients.
• Project Leadership & Support: Contribute to and lead financial planning projects and analyses.
• Operational Excellence: Understand brokerage account operations, including opening, funding, and transaction processing.
• Service Model Immersion: Participate in client meetings to understand the service delivery model and client deliverables.

Requirements & Tech Stack

• Working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.

Qualifications

• Bachelor’s degree required.
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 preferred; required within 4 months of hire.
• Exceptional organizational and multitasking skills.
• Superior written and verbal communication skills.
• Unwavering commitment to maintaining the highest level of confidentiality and discretion.
• An enthusiastic and positive approach to problem-solving and delivering unparalleled client service.
• Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork.
• Must be innovative, demonstrate proactive time management, and possess strong follow-through.

Salary Range

The expected base salary for this Deerfield, Illinois, United States-based position is $65,000 - $105,000. In addition, you may be eligible for a discretionary bonus.