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Financial Investment Assistant Jobs (NOW HIRING)

Develop and maintain financial models related to revenue, gross margin, operating expenses, EBITDA, and capital investments. * Assist in preparing annual operating plans for Rental Services and Heavy ...

Develop and maintain financial models related to revenue, gross margin, operating expenses, EBITDA, and capital investments. * Assist in preparing annual operating plans for Rental Services and Heavy ...

Develop and maintain financial models related to revenue, gross margin, operating expenses, EBITDA, and capital investments. * Assist in preparing annual operating plans for Rental Services and Heavy ...

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Financial Investment Assistant information

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As of Sep 14, 2026, the average hourly pay for financial investment assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

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Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach

West Palm Beach, FL • On-site

Goldman Sachs Group, Inc.
Finance and Insurance • 10K+ employees

Other

Posted 12 days ago


Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz


Job description

West Palm Beach, FL, United States

Job Description

Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day‑to‑day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad‑hoc items tied to client requests. This is a longer‑term role working closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships.

Responsibilities
  • Act as the ‘Chief Investment Officer’ of the PWM team, exhibiting expertise across asset classes and investment vehicles.
  • Develop relationships with clients and act as the primary point of contact for account‑related questions.
  • Conduct client‑facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk/return.
  • Assist in the day‑to‑day management of client accounts, including portfolio implementation and re‑balancing across asset classes.
  • Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance.
  • Lead or participate in cross‑functional group projects to improve quality and efficiency within the PWM team.
  • Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts.
  • Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios.
  • Drive team efficiency by streamlining operations flows, strategic business planning, and support/service infrastructure.
Skills & Experience We Are Looking For
  • Bachelor’s degree required (CPA, JD, or MBA degrees welcome).
  • 5+ years of investment management, investment banking, or comparable experience.
  • Strong leadership skills and record of demonstrated achievement.
  • Ability to work in a fast‑paced environment and think clearly under pressure.
  • Strong interest in the financial markets and good investment sense/commercial instinct.
  • Ability to multi‑task and work with numerous colleagues and desks across the Firm.
  • Strong verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Detail‑oriented and highly organized.
  • Strong financial modeling and presentation skills.
  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment).
  • Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy.
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About Goldman Sachs

Sourced by ZipRecruiter

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.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869