CWM, Personal Financial Management - Insurance Specialist, V
Company: Regional Recreation Corporation of Wood Buffalo
Location: Irvine
Posted on: April 8, 2021
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Job Description:
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Careers Center CWM, Personal Financial Management - Insurance
Specialist, Vice President - Irvine, CA in Irvine, California -
Careers at 9056 127 A394 0000-Consumer and Investment Management
Division-Wealth-United Capital-Wealth Skip to Main Content Please
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Log back in! CWM, Personal Financial Management - Insurance
Specialist, Vice President - Irvine, CA Location(s) US-CA-Irvine
Job ID 2020-66845 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 Insurance Specialist is responsible to
maximize revenue potential by working closely with PFM investment
advisers, their clients, as well as internal and external
stakeholders to develop and implement insurance and annuity-based
strategies, in alignment with our clients' needs, goals and
tolerance for risk. The Insurance Specialist role requires both
internal wholesaling and client-facing responsibilities, and is
assigned to PFM's insurance dedicated distribution division.
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.
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-- GS.com/careers .
We're committed to finding reasonable accommodations for candidates
with special needs or disabilities during our recruiting process.
Learn more: https://
www.goldmansachs.com/careers/footer/disability-statement.html
-- The Goldman Sachs Group, Inc., 2020. 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: Regional Recreation Corporation of Wood Buffalo, Irvine , CWM, Personal Financial Management - Insurance Specialist, V, Executive , Irvine, California
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