CWM Ayco Personal Financial Management – Survivor Support Financial Planner, Associate - Albany/Cohoes, NY

Location(s) US-NY-Albany
Job ID
2021-85198
Schedule Type
Full Time
Level
Associate
Function(s)
General
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Ayco - Northeast Region
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

Job Description
The primary role of a SurvivorSupport® Financial Planner is to participate in training, focus on developing strong technical and counseling skills and provide technical assistance to SurvivorSupport® Advisors and clients.  The CST Planner position is a multi-faceted role that requires the associate to be able to address matters of both financial and legal nature. 

 

Responsibilities

·         Educate and assist clients in making prudent financial planning decisions;

·         Receive phone calls from clients; collaborate with SurvivorSupport® advisors to follow up on outstanding client questions and clarify company-specific benefit plan information;

·         Facilitate discussions or flow of information between individual clients, client company contacts and/or 3rd party benefit administrators;

·         Assist in the preparation various financial exhibits modeled through online tools, including cash flow, retirement planning, education funding, and investment planning;

·         Follow up on client issues reported via the customer service number or email inbox

·         Assist with/complete client meeting prep for counseling team;

·         Verbal and written communication with corporate clients regarding employee benefits and procedural issues as necessary;

·         Review Summary Plan Descriptions to research benefits related to death disability, or employee termination;

·         Review state law changes to update state estate settlement summaries as needed

·         Train to eventually Conduct SurvivorSupport® meetings with individual clients (in-person and via telephone), and prepare Personal Financial Plans, including standard form reports as appropriate;

·         Attend company-wide and SurvivorSupport® technical meetings and trainings;

·         Perform other SurvivorSupport® or Planning related tasks as assigned by the SurvivorSupport® Management Team or other Planning supervisors.

 
Qualifications

·         Four-year degree, preferably in finance, accounting, business, tax or other areas related to financial planning. Advanced degree preferred

·         NASD Series 7 and Series 66 preferred, required within 4 months of start date;

·         Enthusiastic and positive approach to problem-solving and client service, tempered with patience, compassion, empathy & understanding;

·         Superior written and verbal communication skills;

·         Excellent relationship-building skills;

·         Ability to function well in a collaborative/team environment;

·         Self-starting ability to multi-task and manage time effectively;

·         Advanced PC skills, with proficiency in Windows-based programs;

·         Ability to maintain a high level of confidentiality;

·         Innovative thought processes and pro-active time management and task completion follow-through.

 

 

 

 

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