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

Goldman Sachs•Irving, TX

12d

About The Position

Goldman Sachs Ayco Financial Wellness hires and trains financial advisors to provide one-on-one personal financial planning to employees of Fortune 1000 companies. New coaches participate in an extensive training program, with a dedicated training team, support for licensing requirements, and technical instruction across topics including retirement, investing, budgeting and debt management, employee benefits, insurance, income taxes, education funding, and estate planning. The program includes practice client scenarios and prepares coaches to work independently with clients over the phone within their first seven months. Ongoing training supports continued growth in technical knowledge and advising skills. After training, coaches build client relationships and provide personalized financial planning through prescheduled appointments and inbound calls. They develop comprehensive financial plans, explain financial concepts, prepare analyses, help clients navigate digital resources, and identify appropriate implementation solutions. The role is intended for someone seeking a long-term, client-facing financial-advisor career and requires an ownership mindset, ongoing learning, and professional development.

Requirements

Desire to develop a long-term career as a client-facing advisor at Goldman Sachs Ayco.
Strong interest in personal financial planning and providing excellent client service through extensive daily client contact.
Excellent verbal and written communication skills, including the ability to explain complex financial-planning concepts to clients with varying levels of knowledge.
Integrity and sound judgment when handling confidential and sensitive information.
Ability to multitask independently in a fast-paced work environment.
Strong attention to detail and ability to complete accurate client deliverables within designated time frames.
Excellent interpersonal skills to build client relationships and collaborate with colleagues.
Willingness to learn and ability to apply feedback constructively.
Bachelor’s degree.
FINRA SIE, Series 7, and Series 66 licenses, or the ability to obtain them within a defined period after joining the firm.

Nice To Haves

Minimum 3.5 GPA.
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 required licensing within defined time frames if not already licensed.
Participate in the Financial Wellness training program to learn financial-planning topics, analyze client situations, and communicate concepts effectively.
Develop holistic, comprehensive, and personalized financial plans to help clients act, achieve goals, and overcome financial challenges.
Develop subject-matter expertise in company benefits, including 401(k) plans, pensions, insurance, medical coverage, equity and stock awards, and deferred compensation.
Prepare and deliver reports and analyses covering asset allocation, retirement planning, education funding, risk management, and federal income tax, using digital platform tools in coaching conversations.
Build trust and rapport with employees through scheduled appointments and develop long-term relationships as appropriate.
Answer inbound calls to explain the service, help clients navigate the digital platform, and address real-time financial-planning questions.
Identify and discuss appropriate internal products and services to provide suitable implementation solutions.
Follow industry and company policies, procedures, and compliance requirements.
Proactively seek opportunities to support the team, department, and firm.