Wealth Planning & Investments Associate

Goldman Sachs Wealth Services, L.P.; Irving (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Goldman Sachs Wealth Services, L.P. in Irving, TX seeks an Associate in Sales to support an advisor team in delivering comprehensive personal financial planning and investment analysis for high-net-worth clients. You will prepare income tax returns and assist with tax planning under US tax code. Bachelor’s degree required and two years of related experience.

The role focuses on client service, financial planning, and coordinating investment and tax services for corporate employees and executives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Two years of experience in financial services or related role.
• Experience with tax projections, withholding, and payments.
• Experience with financial products: stocks, bonds, mutual funds, ETFs, equity awards, and insurance.
• Experience with GoSystem Tax RS software.

Responsibilities

• Assist an advisor team to service clients and families with comprehensive personal financial planning.
• Provide investment analysis and planning for corporate employees, executives, and other high-net-worth individuals.
• Prepare income tax returns for clients in accordance with US tax code.

Skills

Client service

Financial planning

Investment analysis

Tax planning

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 in Sales to support an advisor team in delivering comprehensive personal financial planning and investment analysis for high-net-worth clients. You will prepare income tax returns and assist with tax planning under US tax code. Bachelor’s degree required and two years of related experience.

The role focuses on client service, financial planning, and coordinating investment and tax services for corporate employees and executives.