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Wealth Management Financial Services

Wealth Management Associate: Client Services & Investments

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Goldman Sachs Group, Inc.
Full Time position
Listed on 2026-06-29
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking a Wealth Management Professional to manage client relationships and service offerings. This role involves overseeing asset movements, implementing portfolios, and preventing fraudulent activities. Ideal candidates possess a Bachelor’s Degree and 1-3 years of experience in client service or finance. Strong communication and organizational skills are essential in this fast-paced environment. Candidates need to obtain SIE, Series 7, and Series 63 within three months of employment.
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Position Requirements
10+ Years work experience
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