Asset & Wealth Management
Dallas, Texas
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas
Job details
- Location
- Dallas, Texas
- Work type
- Onsite
- Posted
- Mar 31, 2026
- Apply on
- hdpc.fa.us2.oraclecloud.com
About this role
Bachelor’s degree required; graduate degree (JD/MBA) preferred; CFP/CPA/CFA strongly preferred; SIE and Series 6/7/66 required within 3 months; strong client service and communication skills.
What you'll do at Asset & Wealth Management:
- execute tax
- coordinate philanthropy
- advise clients
Apply to this Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas role at Asset & Wealth Management with a tailored resume on ApplyBolt.