Wealth Planning & Investment Associate

Goldman Sachs; Irving (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Goldman Sachs Wealth Services, L.P. in Irving, Texas seeks an Associate, Sales to support an advisor team in providing comprehensive personal financial planning and investment analysis for high-net-worth clients.

You will assist in preparing income tax returns and constructing client reports across cash flow, investments, and estate planning. The role involves extensive client contact, both on the phone and in person, to establish trust and long-term relationships while documenting client files

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• Experience in developing financial plans and advice for clients.
• Proficiency with tax projections and tax preparation processes.

Responsibilities

• Assist advisor team in servicing clients and families.
• Prepare income tax returns for clients.
• Create reports on personal financial statements, cash flow, investments, estate planning, and taxes.

Skills

Client communication

Financial planning

Investment analysis

Tax services

Tax projections

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

GoSystem Tax RS

Job description

Goldman Sachs Wealth Services, L.P. in Irving, Texas seeks an Associate, Sales to support an advisor team in providing comprehensive personal financial planning and investment analysis for high-net-worth clients.

You will assist in preparing income tax returns and constructing client reports across cash flow, investments, and estate planning. The role involves extensive client contact, both on the phone and in person, to establish trust and long-term relationships while documenting client files