The Goldman Sachs Group, Inc

Asset & Wealth Management- Miami- Associate, Sales- 10066406

The Goldman Sachs Group, Inc$80K — $120K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Management, or related field.
  • Two years of relevant experience in financial planning or similar roles.
  • Experience in client engagement and information gathering for financial planning.
  • Knowledge of financial products including stocks, bonds, ETFs, and insurance.
  • Proficient in documenting client interactions and commitments promptly.

Responsibilities

  • Assist an advisory team in servicing clients and their families.
  • Prepare in-depth financial reports and analyses for high-net-worth individuals.
  • Build long-term relationships with clients through effective communication.
  • Conduct research on financial planning questions using internal resources.
  • Engage extensively with clients via phone and Zoom to obtain necessary information.
  • Document client files to maintain comprehensive records of communication and services.

Benefits

  • Comprehensive personal financial planning and investment planning services.
  • Supportive team environment with opportunities for professional growth.
  • Access to internal resources for ongoing client research and support.
Full Job Description
Job Duties: Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work alongside an advisor team to help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives, and other high-net worth individuals. Prepare various reports and analyses for clients in the areas of personal financial statements, cash flow planning, income tax projections, insurance reviews, investment allocation, investment performance, estate document reviews, estate flowcharts, etc. Establish trust and rapport with clients over the phone and via zoom by asking open-ended questions and using inclusive language; ultimately forming long-term relationships with our clients. Extensive telephone contact and/or zoom interaction with clients, and their outside advisors, to obtain information and help the advisor team provide advice. Conduct individual research on client's financial planning questions using internal resources and the questions can vary from a specific tax treatment to a specific investment product. Assist the team in documenting the client file to ensure all communication and client service is well documented. Job Requirements: Bachelor's degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, Management, or related field and two (2) years of experience in the job offered or in a related role. Prior employment must include two (2) years of experience with: working with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance or other relevant information needed to develop a financial plan; tax projections and reviewing accurate withholding and payments; financial products including stocks, bonds, mutual funds, ETFs, Equity Awards, and insurance; supporting client engagements in Estate Planning, Taxes, Investments, Insurance, Cash Flow Management, and Risk Management; and actively documenting all notes and action items during client meetings and ensuring all commitments made by advisors are completed in a timely manner.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

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At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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