Asset & Wealth Management - Morristown- Associate, Sales - 8926345

Job Duties: Associate, Sales with Goldman Sachs Wealth Services, L.P (f/k/a/ The Ayco Company, L. P.) in Morristown, New Jersey. Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executive and/or other high-net-worth individuals. Prepare various reports for client 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 computer generated tax projections and tax returns. Develop, maintain, update and self-review financial exhibits. Attend and participate in all Financial Counselling and required firmwide training sessions. Utilize internal resources to research technical and other issues. Work with other business units to create application requests and transactional letters. Attend client meetings with an Advisor and deliver counselling services in accordance with firm quality, client service, information security and compliance standards.

Job Requirements: Bachelor's degree (U.S. or foreign equivalent) in Finance, Economics, Accounting, Business or related field. 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 knowledge of Microsoft products; working and analyzing Client data, including risk tolerance, income, expenses, tax status, financial objectives, and insurance coverage, to inform risk evaluation and investment strategies; working knowledge of financial products such as stocks, bonds, mutual funds, ETFs and insurance products; handling complex client situations in the following areas: Estate Planning, Taxes, Investments, Insurance, Cash Flow Management and Risk Management or related; experience in assessing the performance of client portfolios, identifying risk mitigation opportunities, and recommending strategies for improvement; and experience developing reports and models, providing actionable insights for clients and internal stakeholders. License Requirements: FINRA SIE.

Salary Range: Annual base salary for this Morristown, New Jersey -based position is $115,800 - $125,800.

The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.