Asset & Wealth Management – Executive Wealth Financial Planner Analyst
| Company | Goldman Sachs |
|---|---|
| Location | Morristown, NJ, USA, Parsippany-Troy Hills, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree required
- Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
- Strong organizational and multitasking skills
- Excellent written and verbal communication skills
- Ability to maintain a high level of confidentiality
- Enthusiastic and positive approach to problem-solving and client service
- Proven track record with cross-training, task-sharing and mutually supportive teamwork
- Must be able to be innovative, pro-actively manage time and follow through to complete tasks
Responsibilities
- Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals
- Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
- Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.
- Prepare income tax returns for clients.
- Assist in financial planning projects and analysis.
- Obtain a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience.
- Attend client meetings to gain an understanding of the service model and deliverables.
Preferred Qualifications
- FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire