Asset & Wealth Management-Irving-Associate, Sales

Goldman Sachs; Irving (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Goldman Sachs Wealth Services, L.P. in Irving, TX seeks an Associate, Sales to support an advisor team in delivering comprehensive personal financial planning and investment analysis for high-net-worth clients.

The role includes tax services, income tax returns, and preparing reports on cash flow, investments, estate considerations, and risk management. Regular client contact helps build long-term relationships with clients and their outside advisors.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Two years of experience in financial planning, tax projections, and client service.
• Experience with stocks, bonds, mutual funds, ETFs, and insurance.

Responsibilities

• Assist advisor team with comprehensive financial planning and investment analysis.
• Prepare income tax returns and tax projections for clients.
• Document client files and maintain detailed records of communications.

Skills

Client communication

Financial analysis

Tax planning

Research

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

GoSystem Tax RS

Job description

Job Duties: Associate, Sales with Goldman Sachs Wealth Services, L.P. in Irving, Texas. Work alongside an advisor team to help service clients and their families, providing comprehensive personal financial planning and investment analysis, investment planning and tax services to corporate employees, executives, and other high-net worth individuals. Prepare income tax returns for clients. Prepare various reports and analyses for clients in the areas of personal financial statements, cash flow planning, income tax projections, insurance reviews, investment allocation, investment performance, estate document reviews, estate flowcharts, etc. Conduct individual research on client’s financial planning questions using internal resources and the questions can vary from a specific tax treatment to a specific investment product. Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and help the advisor team provide advice. Establish trust and rapport with clients over the phone and in person by asking open-ended questions and using inclusive language; ultimately forming long-term relationships with our clients. Assist the team in documenting the client file to ensure all communication and client service is well documented.

Job Requirements: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, or a related field and two (2) years of experience in job offered or a related role. Prior employment must include two (2) years of experience with: working with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other relevant information needed to develop financial plans; tax projections and reviewing accurate withholding and payments; financial products including stocks, bonds, mutual funds, ETFs, Equity Awards, and insurance; Estate Planning, Taxes, Investments, Insurance, Cash Flow Management, and Risk Management; andpreparing individual income tax returns according to US tax code, legislation, and tax planning with GoSystem Tax RS software.

©The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and 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.