Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas
About the role
The GPO planning advisory team delivers complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance planning, charitable giving planning, 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 want to grow in a fast-paced, detail-oriented, and highly visible client service team.
Responsibilities
- 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.
- Conducting cash flow analysis.
- Preparing net worth statements.
- Create estate flowcharts, wills, execute wealth transfer processes.
- Cooking philanthropic giving, etc.
- Working closely with investment experts to deliver best-in-class client service.
Requirements
- 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).
Benefits
At Goldman Sachs, we are 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.
Pay
Details on pay are not specified in the job description.
Schedule
Details on schedule are not specified in the job description.
Qualifications
We are looking for professionals with an understanding of and interest in financial planning and taxes, who want to grow in a fast-paced, detail-oriented, and highly visible client service team.
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).
Benefits
At Goldman Sachs, we are 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.
Pay
Details on pay are not specified in the job description.
Schedule
Details on schedule are not specified in the job description.