Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Associate - Dallas

QUALIFICATIONS

• Bachelor's Degree Required; Preferred degree in Finance, Economics, Business Administration, or a related field. An MBA, JD, CFA, CFP, or other relevant advanced degree/certification is highly preferred.
• 4+ years of relevant experience in private wealth management, family office advisory, complex financial planning, tax advisory and accounting, or trust and estate planning.
• Demonstrated experience developing sophisticated financial models involving multiple legal entities, intercompany relationships, and consolidated family balance sheets.
• Working knowledge of UHNW client financial structures, including trusts, partnerships, LLCs, private businesses, investment entities, and charitable vehicles.
• Working knowledge of estate-planning, gift-planning, trust, tax-aware wealth-transfer, and philanthropic-planning concepts.
• Advanced Excel modeling skills, including scenario analysis, dynamic cash-flow forecasting, data validation, model auditability, and presentation-ready output design.
• Ability to synthesize complex financial information into clear written materials and executive-level presentations.
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
• ABOUT GOLDMAN SACHS
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