Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate Dallas
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
YOUR IMPACT
Are you an analytical client professional with a passion for financial planning The GPO planning advisory team are experts are delivering complex and customized financial planning solutions including tax planning and preparation estate planning cash flow planning benefits and compensation planning risk management and insurance plannings charitable giving planning etc. to meet the needs of our sophisticated high net worth clientele. We are seeking professionals with an understanding of and interest in financial planning and taxes who wants to grow in a fast-paced detail oriented and highly visible client service team. Additionally strong communication skills ownership mindset and prioritizing delivery of best in class client service is critical for success in this role.
OUR IMPACT
Wealth Management
Across Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide range of clients including ultra-high net worth and high net worth individuals as well as family offices foundations and endowments and corporations and their employees. Our consumer business provides digital solutions for customers to better spend borrow invest and save. Across Wealth Management our growth is driven by a relentless focus on our people our clients and customers and leading-edge technology data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families as well as select institutions including foundations and endowments. PWM teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond which may include tax and estate planning philanthropic planning and private banking and lending services. As client needs evolve this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Goldman Partner Office (GPO) - Planning
The Goldman Partner Office Planning Team provides bespoke and comprehensive financial planning and wealthmanagementservicestocurrentand former Partners of Goldman Sachs and their families. Our Planning Advisors partner with GPOs Investment Management arm to deliver seamless coordinated and comprehensive financial advice and service to the Firms partners serving as CIO and CFO to help our clients reach their personal wealth goals.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Executetaxplanningprojectionandreview(USandforeign)ofhigh-net-worth families including:
- Workingcloselywithclientsandexternalexpertstogatherallinformation required for filings quarterly and as required.
- Preparingextensionestimates
- Preparingtaxequalizationcomputationsetc.
- Conductcashflowanalysis
- Preparenetworthstatements
- Createestateflowchartswillsexecutewealthtransferprocesses
- Coordinatephilanthropicgivingetc.
- Workcloselywithinvestmentexpertstodeliverbestinclassclientservice
SKILLS & EXPERIENCE WERE LOOKING FOR
- Bachelors degree required
- Graduatedegreewithconcentrationinfinancialplanningtaxation accounting including JDs and MBAs
- CFPsCPAsandCFAsstronglypreferred
- Workingknowledgeinfinancialplanningtaxationandclientserviceisa bonus
- Skills:
- Exceptionalpolishedcommunicationskills(writtenandverbal)including client communication
- Ownershipmindsetproactivity
- Proventrackrecordofteamorientation
- Enthusiasticpositivesolution oriented
- SIE Series 6 Series 7 and Series 66 required (must be completed within first 3 months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs we commit our people capital and ideas to help our clients shareholders and the communities we serve to grow. Founded in 1869 we are a leading global investment banking securities and investment management firm. Headquartered in New York we maintain offices around the world.
We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide networks to benefits wellness and personal finance offerings and mindfulness programs. Learn more about our culture benefits and people at committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group Inc. 2025. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race color religion sex national origin age veterans status disability or any other characteristic protected by applicable law.
Required Experience:
IC
Key Skills
About Company
The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
