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

Goldman Sachs • Albany, NY

2d

About The Position

Goldman Sachs Ayco Financial Wellness is an entry point for people seeking to build a long-term, client-facing financial-advisory career. New coaches participate in a structured training program and are supported in completing licensing requirements, including the SIE, Series 7, and Series 66. Training covers financial planning topics such as retirement, investing, budgeting and debt management, employee benefits, insurance, income taxes, education funding, and estate planning, with practice client scenarios to apply the material. Coaches are expected to be ready to work independently with clients over the phone within their first seven months and receive ongoing training to build their technical competency.

After training, coaches develop client relationships and provide personalized financial planning through scheduled phone appointments and inbound calls. They prepare financial plans, reports, and analyses; explain planning concepts; help clients navigate digital tools; and discuss appropriate internal products and services as implementation solutions. The position is based in Albany, New York. The expected base salary is $62,500–$70,000, with possible discretionary bonus eligibility for active employees at fiscal year-end.

Requirements

• Bachelor’s degree.
• FINRA SIE, Series 7, and Series 66 licenses, or the ability to obtain them within a defined time after joining.
• Desire to build 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 in handling highly confidential and sensitive information.
• Ability to multitask independently in a fast-paced work environment.
• Strong attention to detail and ability to complete client deliverables accurately and within designated time frames.
• Excellent interpersonal skills to build client relationships and collaborate with colleagues.
• Desire to learn and ability to apply feedback constructively for professional growth.

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 role licenses within defined time frames if not already licensed.
• Participate in the Financial Wellness training program and learn how to analyze client situations and communicate financial planning concepts effectively.
• Develop holistic, comprehensive, personalized financial plans to help clients take action, meet goals, and overcome financial challenges.
• Develop subject-matter expertise in company benefits, including 401(k) and pension plans, life and disability insurance, medical insurance, equity and stock awards, and deferred compensation.
• Prepare and deliver financial reports and analyses on asset allocation, retirement planning, education funding, risk management, and federal income tax, using digital platform tools in coaching conversations.
• Build trust and rapport with broad-based employee populations through scheduled appointments and form long-term relationships where appropriate.
• Answer inbound calls to explain the service, assist clients with digital-platform navigation, 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.

Benefits

• Competitive benefits and wellness offerings are generally available to active, non-temporary, full-time and part-time U.S. employees working at least 20 hours per week.
• May be eligible for a discretionary bonus if an active employee at fiscal year-end.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level