Asset & Wealth Management-Irving-Associate, Sales-Irving Associate

Asset & Wealth Management-Irving-Associate, Sales-  Irving, TX, United States

Job Duties:

Associate, Sales with Goldman Sachs Wealth Services, L.P. in Irving, Texas. Work alongside an advisor team to help service clients and their families, providing comprehensive personal financial planning and investment analysis, investment planning and tax services to corporate employees, executives, and other high-net worth individuals. Prepare income tax returns for clients. Prepare various reports and analyses for clients in the areas of personal financial statements, cash flow planning, income tax projections, insurance reviews, investment allocation, investment performance, estate document reviews, estate flowcharts, etc.

Conduct individual research on client’s financial planning questions using internal resources and the questions can vary from a specific tax treatment to a specific investment product. Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and help the advisor team provide advice. Establish trust and rapport with clients over the phone and in person by asking open-ended questions and using inclusive language;

ultimately forming long-term relationships with our clients. Assist the team in documenting the client file to ensure all communication and client service is well documented.

Job Requirements:

Bachelor’s degree (U.S. or foreign equivalent) in Finance, Accounting, Economics, or a related field and two (2) years of experience in job offered or a related role. Prior employment must include two (2) years of experience with: working with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other relevant information needed to develop financial plans;

tax projections and reviewing accurate withholding and payments; financial products including stocks, bonds, mutual funds, ETFs, Equity Awards, and insurance;
Estate Planning, Taxes, Investments, Insurance, Cash Flow Management, and Risk Management; and preparing individual income tax returns according to US tax code, legislation, and tax planning with GoSystem Tax RS software.

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

• medical
• dental
• short-term disability
• long-term disability
• life
• accidental death
• labor accident
• business travel accident insurance

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Read more about the full suite of class-leading benefits our firm has to offer.