CWM Ayco Personal Financial Management – Financial Planner, Associate - Deerfield, IL

Location(s) US-IL-Chicago
Job ID
2021-77932
Schedule Type
Full Time
Level
Vice President
Function(s)
General
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Ayco - Financial Counseling
Employment Type
Employee

MORE ABOUT THIS JOB

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

 

AYCO

Goldman Sachs Ayco Personal Financial Management 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.

RESPONSIBILITIES AND QUALIFICATIONS

Role

Work on a team of professionals dedicated to providing holistic financial advice to high net worth and ultra-high net worth business executives, in areas including investments, estate planning, company benefits retirement planning, cash flow planning, and tax planning and compliance. You will work with an established client-facing advisor to service the needs of clients without needing to build your own book of business.

 

Details

  • Provide advice to a pre-existing book of clients using your technical advisory skills with a holistic financial planning mindset.
  • No cold calling of prospects. Dedicated to helping clients make personalized and informed financial decisions for their unique situations. Communicate with clients and third parties to implement advice.
  • Conducting client meetings on behalf of advisor is an optional responsibility depending on skillset.
  • Ability to spot technical and other issues and advise/implement solutions.
  • Ability to manage team functions, including internal and client requests.
  • Strong desire to learn and develop skills to provide best-in-class financial advice.
  • Prepare and/or review tax projections and personal income tax returns. Previous 1040 tax preparation experience a plus. Willingness to learn and develop tax preparation/review skills a must in order to provide clients with holistic planning advice.
  • Able to prepare financial exhibits and analyses at a consistently high level of quality, accuracy, timeliness and readiness for client delivery and proactively develop meeting agendas incorporating planning ideas and advice. Able to gauge the need for such exhibits and make assumptions and decisions regarding such exhibits independently and demonstrate an advisory mindset.
  • Experience with advanced estate planning and transfer techniques such as GRATs, QPRTs, FLPs, SLATs, and charitable trusts preferred.
  • Exemplify good corporate citizenship and demonstrate a high level of integrity and business ethic.
  • Provide continued leadership throughout the office through work ethic, initiative, and willingness to help and train others, and by demonstrating an increasingly strong counseling skill set. Actively mentor other associates and make suggestions on how to improve upon what we are doing. Actively support company initiatives and be an evident culture carrier and resource to others.
  • Continued adherence to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.

ABOUT GOLDMAN SACHS

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., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity