2 Financial Counseling Jobs

As a quick-thinking self-starter with a passion for the financial markets, you will have the opportunity to work closely with high net worth individuals in a dynamic environment. Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address the complexities of executives, entrepreneurs, and high net worth individuals. We are seeking professionals with a deep understanding of the markets who can thrive in a fast-paced setting where attention to detail, strong communication skills, and exceptional client service are crucial to the success of our business. Within the Wealth Management division of Goldman Sachs, you will play a vital role in empowering clients and customers worldwide to achieve their financial goals. From financial planning and investment management to banking services and comprehensive advice, our advisor-led wealth management businesses cater to a diverse range of clients, including ultra-high net worth individuals, family offices, foundations, corporations, and their employees. Additionally, our consumer business offers digital solutions to enhance customer experiences in spending, borrowing, investing, and saving. Our commitment to growth is driven by a focus on our people, clients, cutting-edge technology, data analytics, and innovative design. Goldman Sachs Ayco, a strategic partner of Fortune 1000 companies, collaborates to create personalized financial planning programs for employees, leveraging Ayco's 50-year legacy and the extensive resources of Goldman Sachs. By ensuring that employees have clear and controlled financial lives, Ayco believes that companies can better serve their stakeholders and contribute to the broader economy. Ayco advisors and specialists guide clients in achieving their financial objectives through education and implementation across multiple financial disciplines. As the primary operational driver of the Executive Wealth (EW) team, you will be responsible for triaging inquiries, tracking client priorities, and supporting Advisor teams in delivering comprehensive financial planning and investment services to high-net-worth individuals. Your role will involve collaborating with Private Wealth Advisor teams, managing new account onboarding, resolving client service-related issues, and preparing reports for clients on various financial aspects. You will also be involved in managing cash balances, new business opportunities, and client portfolio performance reporting. To excel in this role, you are required to have a Bachelor's degree, with an MBA preferred, proficiency in Microsoft Office products, a high level of confidentiality, and excellent problem-solving and client service skills. Your ability to innovate, manage time effectively, communicate clearly, and multitask in a fast-paced environment will be key to your success. At Goldman Sachs, we are committed to fostering diversity and inclusion, providing professional growth opportunities, and supporting our employees" well-being through various programs and initiatives. Goldman Sachs is dedicated to finding reasonable accommodations for candidates with special needs or disabilities during the recruiting process. To learn more about our culture, benefits, and career opportunities, please visit GS.com/careers.,

Are you a quick-thinking self-starter with a passion for the financial markets and a desire to work closely with high net worth individuals Our client service professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address the complexities of executives, entrepreneurs, and high net worth individuals. We are seeking professionals with an understanding of the markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Across Wealth Management, Goldman Sachs empowers clients and customers worldwide to achieve 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, family offices, foundations, endowments, corporations, and their employees. Our consumer business offers digital solutions for customers to enhance spending, borrowing, investing, and saving. Our growth in Wealth Management is driven by a focus on our people, clients, customers, leading-edge technology, data, and design. Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce. Leveraging Ayco's 50-year heritage and the resources of Goldman Sachs, Ayco helps meet the evolving financial needs of employees. Ayco believes that companies serve their stakeholders and the economy best when employees have clear, understood, and controlled financial lives. As the primary operational driver of the Executive Wealth (EW) team, you will triage incoming inquiries and track client priorities. You will assist Advisor teams in providing comprehensive personal financial planning, investment planning, and tax services to corporate employees, executives, and high-net-worth individuals. Working closely with Private Wealth Advisor teams to support AYCO clients, you will leverage your operational background to contribute to a growing business. Proactively anticipate and recommend solutions to meet client needs, manage cash balances, resolve client service-related issues, and facilitate account service requests, among other responsibilities. Qualifications: - Bachelor's degree required, MBA preferred - Proficiency in Microsoft products - Ability to maintain confidentiality - Enthusiastic approach to problem-solving and client service - Track record in cross-training, task-sharing, and teamwork - Innovative, proactive, and detail-oriented - Excellent verbal and written communication skills - Ability to multi-task in a fast-paced environment Goldman Sachs is committed to helping clients, shareholders, and communities grow by dedicating people, capital, and ideas. With a global presence, we are a leading investment banking, securities, and investment management firm. We value diversity, inclusion, and offer numerous opportunities for professional and personal growth to our employees. Learn more about our culture, benefits, and opportunities at GS.com/careers. Reasonable accommodations are available for candidates with special needs or disabilities during the recruiting process. Learn more: [Goldman Sachs Disability Statement](https://www.goldmansachs.com/careers/footer/disability-statement.html).,