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Wealth Planning Associate ‑Net‑Worth Clients
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-01
Listing for:
Goldman Sachs
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance -
Accounting
Accounting & Finance
Job Description & How to Apply Below
Location: New York
A leading global investment firm in New York is seeking a client professional specializing in financial planning. The successful candidate will execute tax planning, cash flow analysis, and wealth transfer processes for high-net-worth clients. Ideal applicants will have a Bachelor's degree and advanced qualifications, like CFP or CPA. Strong communication skills and a proactive approach are essential. This position offers a competitive salary and opportunities for growth within a dynamic team environment.
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Position Requirements
10+ Years
work experience
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