Senior Private Wealth Planner: Tax, Estate & Cash Flow
Goldman Sachs
A leading financial services firm in Dallas is seeking a client professional to join its financial planning advisory team. This role involves executing tax planning, cash flow analysis, and coordinating philanthropic giving for high-net-worth clients. The ideal candidate will hold a Bachelor's degree and have certifications such as CFP, CPA, or CFA. Exceptional communication skills and an ownership mindset are crucial for success in this fast-paced environment. The position offers the chance to work in a detail-oriented and proactive client service team. #J-18808-Ljbffr Goldman Sachs
Vacancy posted 5 days ago
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