Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas
Goldman SachsYOUR 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 wealth management services to current and former Partners of Goldman Sachs, and their families. Our Planning Advisors partner with GPO’s Investment Management arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm’s partners, serving as “CIO” and “CFO” to help our clients reach their personal wealth goals.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Execute tax planning, projection and review (US and foreign) of high-net-worth families, including:
- Working closely with clients and external experts to gather all information required for filings, quarterly and as required.
- Preparing extension estimates
- Preparing tax equalization computations, etc.
- Conduct cash flow analysis
- Prepare net worth statements
- Create estate flowcharts, wills, execute wealth transfer processes
- Coordinate philanthropic giving, etc.
- Work closely with investment experts to deliver best in class client service
SKILLS & EXPERIENCE WE'RE LOOKING FOR
- Bachelor's degree required
- Graduate degree with concentration in financial planning, taxation, accounting, including JDs and MBAs
- CFPs, CPAs and CFAs strongly preferred
- Working knowledge in financial planning, taxation and client service is a bonus
- Skills:
- Exceptional, polished communication skills (written and verbal), including client communication
- Ownership mindset, proactivity
- Proven track record of team orientation
- Enthusiastic, positive, solution 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. We're 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 GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.htl
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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.