OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach 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, as well as family offices, foundations and endowments, and corporations and their employees.
Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
GS AYCO
Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees.
Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control.
Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
HOW YOU WILL FULFILL YOUR POTENTIAL
- 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.
QUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Bachelor’s degree required
- FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire
- 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
ABOUT GOLDMAN SACHS
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.
Learn more about our culture, benefits, and people at / careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Asset & Wealth Management, GS Ayco, Executive Wealth Financial Planner, Analyst - Detroit, MI
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, as well as family offices, foundations and endowments, and corporations and thei...
Trader / Investment Analyst
Minimizes trading errors with the goal to be 100% accuracy. Setup new client accounts in portfolio management software and implement strategy. Two years finance, trading or other relevant financial services experience necessary. ...
J.P. Morgan Wealth Management - Private Client Advisor - Macomb, MI and Surrounding areas
Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni...
Financial Advisor
If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to...
J.P. Morgan Wealth Management - Private Client Advisor - Washington Township, MI (Van Dyke and 26 Mile)
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad r...
Advanced Life Insurance Sales Executive Senior - Hybrid: Detroit, Grand Rapids, Troy, Traverse City, MI
Life Insurance - Our Life team is growing! This is a commissioned sales position, with high income potential, requiring effective sales consulting and communication skills with a solid understanding of advanced life insurance solutions. Develop marketing plans within the framework and direction of m...
J.P. Morgan Wealth Management – Private Client Advisor - Rochester Hills, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f...
Sr. Financial Analyst | Corporate Accounting | Troy, MI
Responsible for preparing, validating and analyzing detailed financial information; preparing monthly, quarterly and annual journal entries for one or more business units; reconciling general ledger account balances on a monthly basis; and performing functions related to fixed asset accounting. Must...
J.P. Morgan Wealth Management – Private Client Advisor - Redford / Bloomfield Hills, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f...
Private Wealth Management Administrative Assistant - Troy
Private Wealth Management office within one of the most prestigious global financial services firms. Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service. The ideal candidate should possess at least two years of administrative...