Elite Wealth Planning Advisor for High Net Worth

Goldman Sachs; Dallas (WV); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Diversity and inclusion programs

Training and development opportunities

Wellness and personal finance offerings

Job summary

Goldman Sachs is looking for an analytical client professional to join their GPO Planning Team in Dallas, West Virginia. The role involves delivering complex financial planning solutions to high-net-worth clients, executing tax planning, and conducting cash flow analyses. Ideal candidates should have a Bachelor's degree and strong communication skills, with relevant certifications preferred.

Goldman Sachs offers a commitment to diversity and inclusion, along with numerous professional growth opportunities.

Qualifications

• Bachelor's degree required.
• Graduate degree with concentration in financial planning, taxation, accounting preferred.
• Exceptional communication skills required.

Responsibilities

• Execute tax planning and projections for high-net-worth families.
• Conduct cash flow analysis and prepare net worth statements.
• Coordinate philanthropic giving and other wealth transfer processes.

Skills

Exceptional communication skills

Ownership mindset

Proactivity

Team orientation

Solution oriented

Education

Bachelor's degree

Graduate degree in financial planning or taxation

CFP, CPA, or CFA

Job description

Goldman Sachs is looking for an analytical client professional to join their GPO Planning Team in Dallas, West Virginia. The role involves delivering complex financial planning solutions to high-net-worth clients, executing tax planning, and conducting cash flow analyses. Ideal candidates should have a Bachelor's degree and strong communication skills, with relevant certifications preferred.

Goldman Sachs offers a commitment to diversity and inclusion, along with numerous professional growth opportunities.