Asset & Wealth Management
Dallas, Texas
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Associate - Dallas
Job details
- Location
- Dallas, Texas
- Work type
- Onsite
- Posted
- Mar 24, 2026
- Apply on
- hdpc.fa.us2.oraclecloud.com
About this role
Four+ years in US tax, trust/estate advisory, law, paralegal studies, estate settlement, or trust administration; experience with UHNW clients; interest in estate planning and AI/LLM tools is a plus.
What you'll do at Asset & Wealth Management:
- Publish reports
- Manage client onboarding
- Prepare final client reports
Apply to this Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Associate - Dallas role at Asset & Wealth Management with a tailored resume on ApplyBolt.