Asset & Wealth Management-Deerfield-Associate, Sales- 8182802

Duties: Associate, Sales with The Ayco Company, L.P., A Goldman Sachs Company in Deerfield, Illinois. Work with 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 analysis for clients in the areas of personal financial statements, cash flow planning, income tax projections, insurance reviews, investment allocation, investment performance, estate document reviews and estate flowcharts. Extensive telephone contact and/or face-to-face interaction with clients and their outside advisors, to obtain information and help the advisor team provide advice. Prepare income tax returns for clients. Assist the team in documenting the client file to ensure all communication and client service is well documented. 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. Establish trust and rapport with clients over the phone and in person by asking open-ended questions and using inclusive language; ultimately forming long-term relationships with our clients.

Job Requirements: Bachelor's degree (U.S. or foreign equivalent) in Finance, Accounting, Economics or a related field, including Business Administration. Two (2) years of experience in the job offered or in a related role. Prior experience must include two (2) years with the following: 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; concept of tax projections and reviewing accurate withholding and payments; experience with Financial products such as stocks, bonds, mutual funds, ETFs, Equity Awards and insurance; handling complex client situations in the following areas: Estate Planning, Taxes, Investments, Insurance, Cash Flow Management and Risk Management or related; and US tax code and experience with individual income tax return preparation process for high net worth individuals.

Salary Range: Annual base salary for this Deerfield, Illinois-based position is $75,000 - $115,000. May be eligible for a bonus at fiscal year-end. See benefits summary here: https://www.goldmansachs.com/careers/discover/benefits-summary-US.pdf

The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.