Asset & Wealth Management- Miami- Associate, Sales- 10066406
On-site · Miami, Florida, United States
Job Summary
Asset & Wealth Management Associate, Sales with Goldman Sachs Wealth Services in Miami, FL. Work with an advisor team to service high-net-worth clients, providing comprehensive personal financial planning, investment planning and tax services. Prepare reports and analyses (personal financial statements, cash flow, tax projections, insurance reviews, investment allocation, estate planning documents). Build trust with clients over phone and Zoom, pursuing long-term relationships through extensive client contact and collaboration with outside advisors. Conduct client research on various planning questions, and document all notes and actions to support advisory commitments and client service.
Required Qualifications
- Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, Management, or related field
- two (2) years of experience in the job offered or in a related role
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