Financial Planner - Executive Counseling

Posted on Nov 15, 2018 by Ayco, a Goldman Sachs Company

Dallas, TX 75201
Accountancy
Immediate Start
Annual Salary
Full-Time

Overview


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates.



Responsibilities

  • Work one-on-one with individual clients

  • Provide comprehensive personal financial planning, investment planning and tax services to corporate executives and other high-net-worth individuals

  • Prepare tax projections and asset-allocation, retirement, education-funding, insurance and estate-planning analyses

  • Extensive telephone contact leading to face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice


Qualifications

  • Bachelor's degree required
  • NASD Series 7 and Series 66 preferred; required within 1 year of hire

  • Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook

  • Strong organizational and multitasking skills

  • Excellent written and verbal communication skills

  • Ability to maintain a high level of confidentiality

  • Enthusiastic and positive approach to problem-solving and client service

  • Proven track record with cross-training, task-sharing and mutually supportive teamwork

  • Must be able to be innovative, pro-actively manage time and follow through to complete tasks

Reference: 568430441

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