AWM, GS Ayco Financial Wellness Coach - Analyst - Newport Beach, CA

Goldman Sachs•Newport Beach, CA

1d•$55,000 - $75,000

About The Position

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. An Ayco Coach will demonstrate success by building relationships and motivating our clients to take action toward achieving their personal financial goals. Each Coach should possess an ownership mindset with a desire to continually develop and learn. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. AYCO Financial Counseling (AYCO) Goldman Sachs Ayco Financial Counseling (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. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. ABOUT THIS JOB Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. Coaches are supported with a robust training program that prepares them to be independently working 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 o Investing o Budgeting & debt management o Employee benefits o Insurance o Income taxes o Education funding o Estate planning Practical application of technical training through practice client scenarios Once through training, a coach’s focus shifts to developing relationships with our clients and providing them with superior one-on-one personal financial planning over the phone via prescheduled appointments and inbound calls. This role is Financial Wellness Wealth Management, Ayco Personal Financial Management, Financial Coach, Analyst meant for an individual who wants to be client-facing and develop their long-term career as a financial advisor. Continual training will help coaches expand their skills and technical competency beyond their initial training period. Each coach should possess an ownership mindset with a desire to continually develop, learn, and grow professionally.

Requirements

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, in order to comprehend, simplify and explain complex financial planning concepts to clients of varying knowledge levels
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 Financial Wellness Wealth Management, Ayco Personal Financial Management, Financial Coach, Analyst
Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues
Desire to learn and ability to implement feedback in a positive and constructive manner in pursuit of professional growth
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)

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

Complete the appropriate licensing requirements for the role within defined time frames if not already licensed
Actively participate in Financial Wellness’ extensive training program to learn the technical material related to each personal financial planning topic, how to analyze applicable client situations, and effectively communicate concepts to clients
Develop holistic, comprehensive, and personalized financial plans to support clients to take action, accomplish their goals, and overcome financial challenges
Become a subject matter expert in company benefits including 401(k), pension plans, life and disability insurance, medical insurance, equity and stock awards, and deferred compensation
Prepare and deliver financial reports and analyses regarding asset allocation, retirement planning, education funding, risk management, and federal income tax; leverage digital platform tools and resources in coaching conversations
Establish trust and rapport with broad-based employee populations via scheduled appointments to form long-term relationships as appropriate
Answer inbound calls to explain the service, aid in the nav
Identify and discuss appropriate internal products and services in order to provide clients with suitable implementation solutions
Adhere to industry and company-wide policies, procedures, and compliance
Proactively seek opportunities to support the team, department, and firm

Benefits

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.
A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here [https://www.goldmansachs.com/careers/discover/2022-Benefits-Summary-US.pdf].

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