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Wealth Management Financial Consultant

Senior Private Wealth & Family Office Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: The Goldman Sachs Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking a Vice President to develop innovative wealth planning strategies and provide family office services. The ideal candidate will assist high net worth clients in achieving tax and estate planning goals. Responsibilities include advising on asset protection, interfacing with various professionals, and presenting to stakeholders. A Bachelor's Degree is required, with CPA or JD highly preferred, along with at least ten years of relevant experience.

The position is full-time and offers competitive compensation.
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Position Requirements
10+ Years work experience
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