Goldman Sachs Personal Financial Management (GS PFM) specializes in creating personalized wealth management plans for affluent individuals and families. We give clients clarity, confidence and control over their financial decisions. Our dedicated team of advisors across approximately 100 offices throughout the U.S., develops and implements personalized plans tailored to each client's values and life goals. Our advisors offer an investment platform inclusive of products and services offered by Goldman Sachs and other third parties, including private banking and lending offerings. We consider the relationships with our clients a lifelong partnership, a partnership backed by over 150 years of Goldman Sachs providing consistency, perspective and access as our clients’ needs evolve.
Under the general supervision of the Manager, Internal Sales desk, the Business Development Associate will work closely with the Managing Directors and Wealth Advisors to grow the company's client base through outbound calls to potential clients, creating qualified opportunities for Advisor follow up. This position will participate in the development path to grow into a potential Wealth Adviser or Wealth Manager and complete other duties in support of the Dallas team.
- United Capital and the services we provide
- Our retirement workshops and the topics they cover
- The companies we market to and their basic retirement benefits
- What makes a prospective client a fit for our services
- Our marketing procedures
- Best practices for successfully calling on prospective clients
Education and Experience:
Required Skills & Competencies:
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
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