Training & Development Associate: Elevate Advisor Skills

Goldman Sachs Group; Dallas, Northern (TX, KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Goldman Sachs Wealth Management in Dallas, TX seeks a Training and Development professional to design and deliver foundational financial planning training, focusing on net worth reporting and cash flow analysis. You will translate complex planning principles into clear learning experiences for advisors, planners, and analysts.

You will collaborate with Product, Family Office, and other stakeholders to keep the curriculum aligned with business priorities and client needs, ensuring accurate,

Qualifications

• Bachelor’s degree required.
• 3–5 years in financial services, financial planning, training, or related field.
• CFP or CFA designation preferred.
• Strong written and verbal communication skills.
• Proficiency with MS Office and learning platforms preferred.

Responsibilities

• Design and deliver core financial planning training for advisor teams.
• Develop advisor-focused curriculum and reference materials.
• Collaborate with Product, Family Office, and other partners.
• Translate complex planning concepts into actionable learning.
• Regularly update training materials to reflect current guidance.

Skills

Financial Planning

Training Design

Curriculum Development

Stakeholder Collaboration

Education

Bachelor's degree

CFP/CFA preferred

Tools

MS Office

SharePoint

Job description

Goldman Sachs Wealth Management in Dallas, TX seeks a Training and Development professional to design and deliver foundational financial planning training, focusing on net worth reporting and cash flow analysis. You will translate complex planning principles into clear learning experiences for advisors, planners, and analysts.

You will collaborate with Product, Family Office, and other stakeholders to keep the curriculum aligned with business priorities and client needs, ensuring accurate,