Associate, Sales

Goldman Sachs Wealth Services, L.P.; Irving (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Goldman Sachs Wealth Services, L.P. in Irving, TX seeks an Associate in Sales to support an advisor team in delivering comprehensive personal financial planning and investment analysis for high-net-worth clients. You will prepare income tax returns and assist with tax planning under US tax code. Bachelor’s degree required and two years of related experience.

The role focuses on client service, financial planning, and coordinating investment and tax services for corporate employees and executives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Two years of experience in financial services or related role.
• Experience with tax projections, withholding, and payments.
• Experience with financial products: stocks, bonds, mutual funds, ETFs, equity awards, and insurance.
• Experience with GoSystem Tax RS software.

Responsibilities

• Assist an advisor team to service clients and families with comprehensive personal financial planning.
• Provide investment analysis and planning for corporate employees, executives, and other high-net-worth individuals.
• Prepare income tax returns for clients in accordance with US tax code.

Skills

Client service

Financial planning

Investment analysis

Tax planning

Education

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

Tools

GoSystem Tax RS

Job description

Associate, Sales Goldman Sachs Wealth Services, L.P. Irving, TX

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. Requires: Bachelors 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; and preparing individual income tax returns according to US tax code, legislation, and tax planning with GoSystem Tax RS software.

Job Code: 10343717

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.