Wealth Planning Advisor for High Net Worth Clients
Goldman Sachs
Goldman Sachs in New York is seeking an experienced professional to lead sophisticated financial planning and tax advisory for high-net-worth clients. You will coordinate with external experts, prepare tax projections, cash flow analyses, and estate planning work product to deliver tailored client service. Qualified candidates possess a Bachelor's degree, 3-5 years in financial planning or tax/accounting, and relevant licenses (SIE, Series 6/7/66) with CFP/CPA/CFA preferred, demonstrating #J-18808-Ljbffr Goldman Sachs
Vacancy posted 12 hours ago
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