Asset & Wealth Management, GS Ayco, Executive Wealth, Financial Planner Analyst - Albany

Location: Albany, NY, United States; office-based role.

Base salary: $62,500–$70,000 per year, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm; GS Ayco designs and implements financial planning programs for Fortune 1000 companies and their employees.

What you will do

• Provide personalized financial planning, investment strategy, and tax services to individual and corporate clients, including employees, executives, and high-net-worth individuals.
• Prepare financial reports and analyses covering cash flow optimization, income tax projections, investment allocation, performance evaluation, and estate planning flowcharts.
• Interact with clients and external advisors by telephone and face to face, gather information, and communicate financial recommendations.
• Prepare accurate and timely client income tax returns.
• Contribute to and lead financial planning projects and detailed analyses.
• Learn and support brokerage account operations, including account opening, funding, and transaction processing, and participate in client meetings.

Requirements

• Bachelor’s degree required.
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 certifications are preferred and required within 4 months of hire.
• Working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Exceptional organizational and multitasking skills in a fast-paced environment.
• Superior written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely.
• Strong confidentiality and discretion.
• Positive, client-focused approach to problem-solving and service delivery.
• Ability to collaborate through cross-training, task-sharing, and supportive teamwork.
• Innovative mindset, proactive time management, and strong follow-through.

Culture & Benefits

• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance, and mindfulness programs.
• US full-time and part-time employees working at least 20 hours per week may generally access the company’s benefits offerings.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.