• 60,000 - 125,000
  • Irvine

60,000 - 125,000

Irvine

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Specialize in the design and implementation of wealth protection and wealth transfer strategies for high net-worth clients.

ABOUT THIS JOB

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.

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 provideproactive 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.

How You Will Fulfill Your Potential

Responsibilities

  • Understand various estate, trust, and retirement planning concepts unique to Ayco's high net-worth clients
  • Partner with marketing associates to determine appropriate product selection to meet client objectives
  • Serve as an internal resource to account management teams through enhanced knowledge of the industry and product offerings
  • Develop and maintain customized Excel spreadsheets to illustrate financial concepts
  • Interface with various associates to facilitate task and project completion
  • Utilize internal systems to monitor and record product changes and provide client-facing presentations

SKILLS & EXPERIENCE WE'RE LOOKING FOR

Basic Qualifications

  • Bachelor's degree required Advanced degree preferred
  • 3+ years' experience in related field required
  • Active life and health insurance license preferred
  • Series 6 or 7 registration preferred
  • Highly organized with a keen attention to detail
  • Superior analytical and problem-solving skills
  • Team oriented, client-focused approach
  • Ability to work independently and maintain confidentiality
  • Proficiency in Microsoft products Excel, Outlook, Word, and PowerPoint

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. Were 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

Salary Range

Benefits

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