The role at Goldman Sachs Wealth Management involves delivering exceptional financial guidance and support to clients, including high-net-worth individuals and corporate employees. As a member of the team, you will engage in personalized financial planning, investment strategy, and tax services. You will also prepare sophisticated financial analyses and reports, ensuring clients achieve their financial goals. The position emphasizes client engagement, operational excellence, and a commitment to ethical conduct.

• Bachelor's degree is required.
• Professional certifications such as FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 are preferred and required within 4 months of hire.
• Demonstrated working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Exceptional organizational and multitasking skills.
• Superior written and verbal communication skills.
• Commitment to maintaining confidentiality and discretion.
• Enthusiastic and positive approach to problem-solving and client service.
• Proven track record of successful teamwork and collaboration.
• Innovative and proactive time management skills.

• Provide personalized financial planning, investment strategy, and tax services through one-on-one consultations.
• Prepare sophisticated financial reports and analyses covering critical areas such as cash flow optimization and estate planning.
• Engage in extensive interactions with clients and their external advisors to deliver expert financial advice.
• Prepare accurate and timely income tax returns for clients.
• Contribute to and lead various financial planning projects and analyses.
• Develop a comprehensive understanding of brokerage account operations.
• Participate in client meetings to enhance understanding of client needs and expectations.

• Employees at Goldman Sachs are often offered comprehensive benefits, including medical, dental, life and disability coverage, generous vacation and holidays, and robust wellness resources such as EAP counseling, medical advocacy, on-site/virtual health services, and fitness support. Financial perks typically include retirement savings programs, live financial education, education support, and wealth-creation opportunities through equity awards and select investment programs. Many locations also provide family benefits (childcare resources, parental and family leaves, adoption/surrogacy support) and flexible work options like part-time schedules, job sharing, telecommuting, and alternate hours.