Asset & Wealth Management - Morristown- Associate, Sales - 8926345 - The Goldman Sachs Group : Job Details

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 tr...Management, Associate, Wealth, Sales, Financial Planning, Retail, Banking, Tax