Goldman Sachs Wealth Management is dedicated to helping clients around the world achieve their most ambitious financial goals. Our advisor-led structure offers comprehensive financial planning, tailored investment management, full-service banking solutions, and strategic guidance for a diverse client base that includes ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. In addition, our consumer business delivers modern digital tools that support spending, borrowing, investing, and saving. Our ongoing growth is driven by a strong commitment to our people, clients, advanced technology, data-driven insights, and superior design.
Ayco, a Goldman Sachs partner, collaborates with Fortune 1000 companies to design and implement customized financial planning programs that promote the financial well-being of employees. Building on Ayco’s 50-year legacy and Goldman Sachs’ resources, we address evolving employee financial needs. We believe organizations serve stakeholders best when employees have clarity, understanding, and control over their finances. Ayco’s expert advisors and technical specialists guide clients through education and practical implementation across seven essential financial disciplines, including comprehensive employee benefit planning, to help individuals reach their personal financial goals.
How you will fulfill your potential
As a key member of our team, you will deliver exceptional financial guidance and support, directly contributing to clients’ financial success and peace of mind.
- Strategic Client Engagement: Deliver personalized financial planning, investment guidance, and tax services through one-on-one consultations with individuals and/or corporate clients, including employees, executives, and high-net-worth individuals.
- Insightful Financial Analysis & Reporting: Prepare advanced financial reports and analyses covering cash-flow optimization, income tax projections, investment allocation strategies, performance assessments, and estate planning flowcharts, translating complex data into actionable insights.
- Cultivate Client Relationships: Engage in extensive phone and in-person interactions with clients and their external advisors, serving as a trusted resource to obtain essential information and provide 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 thorough 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 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: Except
Location: Minneapolis, MN