Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Associate - Dallas

Responsibilities: Serve as a wealth-planning resource for sophisticated client situations, including multi-entity structures and complex ownership Assist advisors in building and maintaining nested-entity balance sheets consolidating assets, liabilities, ownership interests and cash flows Develop advanced, dynamic cash-flow models incorporating income, distributions, debt, taxes, and transfers Create tax-efficient wealth transfer analyses including irrevocable trusts and gifting programs Present planning analyses and trade-offs in client meetings in a clear, client-appropriate manner Act as escalation point for technically complex cases and contribute to model-building while expanding own skills Identify recurring advisor needs and collaborate with Product/Engineering to enhance tools, data, and reporting Train and mentor PWAs, analysts, and planning professionals on advanced financial models

Key requirements: Bachelor’s degree in finance, economics, business administration or related field; MBA/JD/CFA/CFP highly preferred 4+ years in private wealth management, family office advisory, or complex financial planning Experience building sophisticated financial models across intercompany entities and consolidated balance sheets Knowledge of UHNW structures (trusts, partnerships, LLCs, private businesses, investment entities) and philanthropic vehicles Advanced Excel modeling with scenario analysis, cash-flow forecasting, data validation, and presentation-ready outputs Ability to synthesize complex data into executive-level materials Strong written and verbal communication; multi-tasking in fast-paced environments SIE, Series 7 & 63 exams (to be obtained within first 3 months) Client-facing communication attention to detail self-motivation Advanced Excel modeling financial modeling involving multiple entities tax-aware wealth-transfer concepts