Goldman Sachs · 20 hours ago
Asset & Wealth Management, Private Wealth Management, Center of Excellence, Wealth Management Analyst - Dallas
Dallas, Texas, United States
Full-time
Onsite
New Grad, Entry LevelGoldman Sachs is a leading global investment banking, securities and investment management firm. They are seeking a Wealth Management Analyst to provide operational support and client service, ensuring the effective management of client relationships and investment objectives.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Leverage your operational background and experience to contribute to a growing business
Work closely with different Private Wealth Advisors to support their PWM clients
Identify opportunities for and coordinate wealth advisory services within client base
Manage advisory business implementation and rebalancing
Manage cash balances and private banking services in accounts
Serve as a key liaison to other areas supporting the PWM Business
Plan and manage new account on boarding process
Provide overview of client reporting and web capabilities to potential new clients
Execute, process and reconcile trading and other investment related transactions
Qualification
Required
Bachelor's Degree Required
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in client service
Self-motivated and able to work in an autonomous, yet collaborative environment
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Commitment to excellence and a high level of integrity
Interest in Financial Services Industry
SIE, Series 7 and 63 required (must be obtained within three months of employment)
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Founded in 1869
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-24
Business Standard India
2026-01-24
Company data provided by crunchbase