Wealth Sales & Planning Associate

The Goldman Sachs Group; Irving (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

The Goldman Sachs Group, Inc. in Irving, Texas seeks an Associate, Sales to support a wealth-advisor team in delivering comprehensive personal financial planning and investment analysis for corporate employees, executives and high-net-worth clients.

You will assist with income tax returns, tax projections, and investment planning across client portfolios. The role emphasizes extensive client contact (phone and in-person) and collaboration with outside advisors to ensure accurate documentation

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Two years of experience in financial planning, tax projections, and investment services.

Responsibilities

• Service clients and families with comprehensive personal financial planning and investment analysis.
• Prepare income tax returns and tax projections for clients.
• Document client files and maintain thorough records of communications and services.

Skills

Client communication

Financial planning

Investment analysis

Tax services

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

GoSystem Tax RS

Job description

The Goldman Sachs Group, Inc. in Irving, Texas seeks an Associate, Sales to support a wealth-advisor team in delivering comprehensive personal financial planning and investment analysis for corporate employees, executives and high-net-worth clients.

You will assist with income tax returns, tax projections, and investment planning across client portfolios. The role emphasizes extensive client contact (phone and in-person) and collaboration with outside advisors to ensure accurate documentation