Wealth & Asset Management Associate – Client Advisor

Goldman Sachs Bank AG; Irving (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Vacation policy

On-site health centers

Fitness centers

Child care centers

Employee assistance program

Job summary

Goldman Sachs Bank AG in Irving, TX, seeks an Associate in Asset & Wealth Management to join the Sales team. You will support advisor colleagues, service clients, and perform comprehensive financial planning and investment analysis for high-net-worth individuals and executives.

The role involves tax projections, estate and cash-flow planning, and documentation of client files. A US Bachelor’s degree and 2 years’ related experience are required.

Qualifications

• Bachelor’s degree required or equivalent.
• Two years of experience in a related role.
• Experience working with clients to determine financial objectives and risk tolerance.
• Experience with financial products (stocks, bonds, funds, ETFs, equity awards, insurance).
• Experience in estate planning, taxes, investments, cash flow management, risk management; tax returns per US tax code.

Responsibilities

• Serve clients and families alongside advisor teams to provide comprehensive personal financial planning and investment analysis.
• Prepare income tax returns for clients.
• Prepare reports and analyses for clients on financial statements, cash flow, taxes, investments, and estate planning.
• Conduct client research using internal resources to address planning questions.
• Maintain strong client relationships through phone and in-person interactions and document communications.

Skills

Client communication

Financial planning

Investment analysis

Relationship building

Education

Bachelor’s degree (Finance/Accounting/Economics or related)

Tools

GoSystem Tax RS

Job description

Goldman Sachs Bank AG in Irving, TX, seeks an Associate in Asset & Wealth Management to join the Sales team. You will support advisor colleagues, service clients, and perform comprehensive financial planning and investment analysis for high-net-worth individuals and executives.

The role involves tax projections, estate and cash-flow planning, and documentation of client files. A US Bachelor’s degree and 2 years’ related experience are required.