Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Albany, NY

Goldman Sachs • Albany, NY

100d • $55,000 - $70,000

About The Position

Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Our advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across the key financial disciplines outlined above, including employee benefit planning. Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. Our financial coaches are supported with a robust training program that prepares them to independently work with clients over the phone within their first seven months. The training consists of: Dedicated training team to guide new hires through an initial training period Support through licensing requirements (SIE, Series 7 and Series 66) In-depth technical training on a wide range of financial planning concepts such as: Retirement Investing Budgeting & debt management Employee benefits Insurance Income taxes Education funding Estate planning Practical application of technical training through practice client scenarios.

Requirements

• Bachelor's degree.
• FINRA SIE, Series 7 and Series 66 licenses (or as a condition of employment within a defined time after joining the firm).
• Desire to grow a long-term career as a client-facing advisor at Goldman Sachs Ayco.
• Strong passion for personal financial planning and providing excellent client service via extensive daily client contact.
• Excellent communication skills, both verbal and written.
• Excellent interpersonal skills to build strong client relationships.
• Demonstrate integrity and sound judgment when handling highly confidential and sensitive information.
• Ability to multi-task independently in a fast-paced work environment.
• Strong attention to detail and ability to complete client deliverables accurately and within designated time frames.
• Desire to learn and ability to implement feedback in a positive and constructive manner.

Nice To Haves

• Minimum of a 3.5 GPA.
• Individuals with SIE license, CFP® certification, and/or Life, Accident, and Health license.
• Customer service experience.
• Experience with eMoney financial planning software and Salesforce CRM.

Responsibilities

• Build meaningful relationships with clients.
• Deliver exceptional, personalized financial planning through scheduled phone appointments and inbound conversations.
• Focus on continual training to expand skills and technical competency.
• Demonstrate an ownership mindset with a desire to continually develop, learn, and grow professionally.

Benefits

• Discretionary bonus eligibility for active employees as of the fiscal year-end.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree