Review account documentation & approve accounts for broad range of legal entity types, incl: Individual & Joint Accounts, Traditional, Roth, Rollover, & Inherited IRAs, Trusts & Estates, Corporations, Partnerships, & LLCs, & Offshore Accounts. Conduct suitability & risk assessments for accounts requesting: Margin privileges, covered & uncovered options trading, & complex investment strategies such as covered/uncovered option advisory strategies, structured product strategies.
Requirements: Master's degree (U.S. or foreign equiv) in Finance, Accounting, Business Analytics, Economics, or related field & 1 yr exp in job offered or related role OR Bachelor's degree (U.S. or foreign equiv) in Finance, Accounting, Business Analytics, Economics, or related field & 3 yrs exp in job offered or related role. Licenses Required: FINRA SIE, 4, 7, 9, & 10.
Application Instructions: Apply at gs.com & click on "Careers." NO PHONE CALLS PLEASE. Job Code: 9427930. Goldman Sachs is an equal opportunity employer & does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.
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