Wealth Planning Associate - Client Advisory & Tax

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

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.