Financial Planner Analyst

OUR IMPACT 

At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design.

Goldman Sachs Ayco (Ayco):

Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals.

HOW YOU WILL FULFILL YOUR POTENTIAL

As a vital member of our team, you will play a pivotal role in delivering exceptional financial guidance and support. Your contributions will directly impact the financial success and peace of mind of our clients.

• 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, translating complex data into actionable insights.
• Cultivate Client Relationships: Engage in extensive telephone and/or face-to-face interactions with clients and their external advisors, serving as a trusted resource to gather essential information and deliver expert financial advice.
• Tax Expertise: Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes.
• Project Leadership & Support: Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward.
• Operational Excellence: Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience.
• Service Model Immersion: Participate in client meetings to gain deep insights into our service delivery model and client deliverables, continuously enhancing your understanding of client needs and expectations.

WHAT WE ARE LOOKING FOR

We seek highly motivated and detail-oriented professionals who are passionate about client success and possess a strong foundation in financial services.

• 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.
• Technical Proficiency: Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook, for efficient data management and communication.
• 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 to diverse audiences.
• 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 a strong follow-through to ensure task completion and project success.

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

Salary Range 
The expected base salary for this Newport Beach, CA, United States-based position is $65,000-$105,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits 
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.