Associate, Sales

Associate, Sales Goldman Sachs Wealth Services, L.P. Irving, TX

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. Requires:
Bachelors 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.

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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, veteran status, disability, or any other characteristic protected by applicable law.