Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Newport Beach
About The Position
Goldman Sachs Ayco Financial Wellness Coaches begin their careers as financial advisors through a robust training program designed to prepare them to work independently with clients over the phone within their first seven months. Training includes guidance from a dedicated team, support in meeting licensing requirements, in-depth instruction across personal financial planning disciplines, and practice with client scenarios. After training, coaches build client relationships and provide one-on-one personal financial planning over the phone through scheduled appointments and inbound calls. The role is intended for someone seeking a long-term, client-facing career as a financial advisor. Ongoing training supports continued development of skills and technical expertise. Coaches are expected to take ownership of their professional growth and provide clients with education and guidance to help them achieve personal financial goals.
Requirements
- Desire to develop a long-term career as a client-facing advisor at Goldman Sachs Ayco.
- Strong passion for personal financial planning and providing excellent client service through extensive daily client contact.
- Excellent verbal and written communication skills to understand, simplify, and explain complex financial planning concepts to clients with varying levels of knowledge.
- Integrity and sound judgment in handling 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 strong client relationships and foster collaboration with colleagues.
- Willingness to learn and implement feedback positively and constructively.
- Bachelor’s degree.
- FINRA SIE, Series 7, and Series 66 licenses, or 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 Financial Wellness training on personal financial planning topics, client analysis, and communicating concepts effectively.
- Develop holistic, comprehensive, and personalized financial plans to help clients take action, achieve goals, and overcome financial challenges.
- Become a subject matter expert 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 related to asset allocation, retirement planning, education funding, risk management, and federal income tax; use digital platform tools and resources in coaching conversations.
- Build trust and rapport with broad-based employee populations through scheduled appointments and form 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 suitable internal products and services to provide clients with implementation solutions.
- Follow industry and company-wide policies, procedures, and compliance requirements.
- Proactively seek opportunities to support the team, department, and firm.
Benefits
- Eligible employees may receive a discretionary bonus if active at fiscal year-end.
- Goldman Sachs offers benefits and wellness offerings; details are provided in the linked US benefits summary.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
