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CWM - Personal Financial Management - Wealth Management, Associate - Irvine, CA

Company: Goldman Sachs
Location: Newport Beach
Posted on: April 10, 2021

Job Description:

Sign up for BRIEFINGS, a weekly email about trends shaping markets, industries and the global economy. Sign Up We think who you are makes you better at what you do. Learn more about our firm and culture through a day in the life of our people. Learn more Careers Center CWM - Personal Financial Management - Wealth Management, Associate - Irvine, CA in Irvine, California - Careers at 0001 127 L028 0000-Consumer and Wealth Management-Wealth-United Capital-Wealth Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Returning Candidate? Log back in! CWM - Personal Financial Management - Wealth Management, Associate - Irvine, CA Location(s) US-CA-Irvine Job ID 2021-70900 Schedule Type Full Time Level Vice President Function(s) General Region Americas Division Consumer and Wealth Management Business Unit United Capital Employment Type Employee MORE ABOUT THIS JOB Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. PFM Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients' needs evolve. RESPONSIBILITIES AND QUALIFICATIONS SUMMARY The Wealth Manager is responsible for counseling clients on investment opportunities, in alignment with the client's needs, goals and tolerance for risk. The Wealth Manager works directly with clients by providing objective, event-driven financial advice focused on each client's whole financial picture. ESSENTIAL DUTIES & RESPONSIBILITIES The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.

  • Maintains a thorough understanding of Goldman Sachs Personal Financial Management processes including Money Mind--, Honest Conversations--.
  • Successfully leads clients through the Money Mind-- and Honest Conversations-- client meeting process.
  • Deliver clients comprehensive financial planning in the areas of investment, tax, retirement, education, insurance and estate planning, working closely with the Relationship Manager to support overall client planning needs as well as company objectives.
  • Actively participates in meeting preparation managing an assigned Relationship Manager to ensure all client deliverables are completed accurately and in a timely manner.
  • Actively monitors financial markets, specific investments in clients' portfolios and keeps abreast of new investment strategies and investment vehicles to continue to provide the best possible level of service to all firm clients.
  • Takes a holistic view of each client's financial needs and goals ensuring clients remain on track to achieve goals.
  • Maintains a thorough understanding of the client's situation resulting in the ability to review each deliverable with the client, including Investment performance.
  • Maintains clear communication with clients relative to a minimum level of service and ongoing service expectations.
  • Develops and manages relationships with assigned client base ensuring all clients have a consistent and positive experience.
  • Responsible for new business development, including active retention of new clients and opportunities within Adviser's own book of business.
  • Establishes and maintains relationships with industry influencers and key strategic partners. Actively develops and maintains relationships with target clients, effectively utilizing available universal marketing materials. COLLATERAL DUTIES
    • Participates on special task forces related to new corporate wide initiatives.
    • Other duties as directed by management. PHYSICAL REQUIREMENTS:
      • Ability to sit at desk for prolonged periods of time.
      • Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine.
      • Ability to read documents, reports, etc.
      • Ability to answer phones and communicate with callers. MINIMUM QUALIFICATIONS:
        • A Bachelor's degree in Business, Finance, Accounting and/or Economics or equivalent experience
        • Master of Business Administration degree is strongly desired
        • Must have a Series 7 and Series 66 OR Series 65.
        • Certified Financial Planner or Charted Financial Analyst designation is highly desired.
        • Minimum two years of working as a Wealth Adviser, Financial Adviser or Financial Consultant.
        • Registered as an Investment Advisory Representative (IAR). Required Knowledge of:
          • Microsoft Office (Outlook, Word, PowerPoint and Excel) and Google Apps
          • SalesForce or other CRM software
          • Securities, Financial Planning, Investments or Insurance
          • Custodian Platforms (i.e. Fidelity, Schwab, etc.)
          • Broker Dealer and Investment Advisory Regulations
          • Maintenance of confidential records Required Skills in:
            • Strong demonstrated quantitative and analytical abilities
            • Superior people and communication skills and the ability to communicate effectively with clients through dissatisfaction.
            • Strong public speaking skills.
            • Judgement and problem solving; takes responsibility, demonstrates personal integrity, honesty and is able to deal with confidential information on a daily basis.
            • Proficient in Microsoft Office (Outlook, Word, PowerPoint and Excel).
            • Proficient in Google Apps.
            • A self-starter with a strong sense of ownership, positive professional attitude and demeanor.
            • Must be able to exercise judgment, tact and diplomacy when dealing with clients, other executives and levels of management.
            • Excellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential client issues. ABOUT GOLDMAN SACHS CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD) The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealth management and banking expertise to consumers and institutions around the world. CIMD partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. ABOUT GOLDMAN SACHS

              At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

              We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at-- .

              We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://

              -- The Goldman Sachs Group, Inc., 2021. All rights reserved.
              Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Options Apply Apply Email a Friend Email a Friend

Keywords: Goldman Sachs, Newport Beach , CWM - Personal Financial Management - Wealth Management, Associate - Irvine, CA, Accounting, Auditing , Newport Beach, California

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