Associate, Client Relationship Management

Job Duties : Associate, Client Relationship Management with Goldman Sachs Wealth Services, L.P in Irving, Texas. Provide comprehensive financial planning education and guidance over the phone to diverse individuals employed by the Firm’s corporate clients. Guide clients on applicable strategies by efficiently communicating such concepts to them. Requires : Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Economics, Business Administration, or a related field. Two (2) years of experience in the job offered or a related role. Prior experience must include two (2) years of experience with : breaking down complex financial planning concepts and communicate accurately over the phone to a diverse client base as a means to help them build financial independence and take action toward their goals; core financial planning topics (investments, retirement, federal income tax, risk management, cash flow, estate planning, education function), and analytical thinking skills to identify open risks and opportunities for each client; developing and providing clients with a holistic, comprehensive financial plan that supports identified goals while protecting clients and their assets from the unexpected; helping clients identify, understand, leverage, and maximize their available company benefits as related to their personal financial situation and goals; knowledge of eMoney financial planning technology and ability to guide clients to utilize the tool to help reach their goals; and gathering pertinent data points from clients to analyze their financial situations. Building and presenting reports modeling future wealth accumulation and decumulation, cash flow, investment strategies, insurance and retirement needs. Identify gaps in financial plans and motivate clients to take action. SIE, Series 7, Series 66. Will accept Series 63 and Series 65 in lieu of Series 66. Job Code : 9122905 QUALIFIED APPLICANTS : Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE. ©The Goldman Sachs Group, Inc., 2025. All rights reserved. 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.