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

Goldman Sachs•Irving, TX

12d

About The Position

Goldman Sachs Ayco Financial Wellness coaches begin their careers through a robust training program designed to prepare them to work independently with clients by phone within their first seven months. Training includes guidance from a dedicated team, support in meeting licensing requirements, in-depth instruction in personal financial planning topics, and practice applying that knowledge in client scenarios. Topics include retirement, investing, budgeting and debt management, employee benefits, insurance, income taxes, education funding, and estate planning. After training, coaches develop client relationships and provide one-on-one personal financial planning by phone through scheduled appointments and inbound calls. They prepare personalized financial plans and analyses, help clients understand their options and take action toward financial goals, explain employee benefits, use digital tools during coaching conversations, and identify appropriate internal products and services for implementation. Coaches are expected to follow applicable policies, procedures, and compliance requirements and to continue developing their financial planning skills and professional capabilities. Ayco partners with Fortune 1000 companies to create and deliver tailored financial planning programs for their employees. This role is intended for someone seeking a long-term, client-facing financial advisor career at Goldman Sachs Ayco.

Requirements

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 service through extensive daily client contact.
Excellent verbal and written communication skills, including the ability to simplify and 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 client deliverables accurately and within designated time frames.
Excellent interpersonal skills for building client relationships and collaborating with colleagues.
Willingness to learn and ability to apply feedback constructively in pursuit of professional growth.
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 the applicable licensing requirements within defined time frames if not already licensed.
Participate in the Financial Wellness training program, learning financial planning topics, how to analyze client situations, and how to communicate concepts effectively.
Develop holistic, comprehensive, and personalized financial plans to help clients take action, achieve goals, and address 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 reports and analyses related to 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 suitable internal products and services to support client implementation solutions.
Comply with industry and company policies, procedures, and requirements.
Proactively seek opportunities to support the team, department, and firm.