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About the Role

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.

Responsibilities

Provide personalized, comprehensive financial planning, investment strategy, and tax services through one-on-one consultations with individual and/or corporate clients.
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.
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.
Prepare accurate and timely income tax returns for clients, ensuring compliance and optimizing financial outcomes.
Actively contribute to and lead various financial planning projects and in-depth analyses, driving strategic initiatives forward.
Develop a comprehensive understanding of brokerage account operations, including opening, funding, and transaction processing, to ensure a seamless and superior client experience.
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.

Requirements

Bachelor’s degree required.
Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
Exceptional organizational and multitasking skills, with the ability to manage multiple priorities in a fast-paced environment.
Superior written and verbal communication skills, capable of articulating complex financial concepts clearly and concisely to diverse audiences.
Unwavering commitment to maintaining the highest level of confidentiality and discretion.
An enthusiastic and positive approach to problem-solving and delivering unparalleled client service.
Proven track record of successful cross-training, task-sharing, and fostering mutually supportive teamwork.
Must be innovative, demonstrate proactive time management, and possess a strong follow-through to ensure task completion and project success.

Skills

Financial planning
Investment strategy
Tax services
Financial analysis
Reporting
Cash flow optimization
Income tax projections
Investment allocation strategies
Performance evaluations
Estate planning
Brokerage account operations
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

Location

Albany, NY, United States

Work Type

Full-time

Education Level

Bachelor's degree

Salary/Compensations

$62,500-$70,000

Benefits

Discretionary bonus
Valuable and competitive benefits and wellness offerings

About the Company

At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations.
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.
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.

Equal Opportunity

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.