Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Albany
About The Position
Goldman Sachs Ayco Financial Wellness Coaches deliver one-on-one personal financial planning to employees of Fortune 1000 clients. The role begins with an extensive training program covering financial planning topics and supporting licensing requirements, preparing coaches to work independently with clients by phone within their first seven months. Training includes practical client scenarios and continued development after the initial program. After training, Coaches build client relationships through prescheduled phone appointments and inbound calls, creating holistic, personalized financial plans and helping clients act on their financial goals. They explain financial concepts, company benefits, and digital platform tools; prepare financial analyses; and discuss suitable implementation options. The role is intended for someone seeking a long-term, client-facing financial-advisor career.
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 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 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 foster collaboration with colleagues.
- Desire 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 GPA of 3.5.
- 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 to learn financial planning topics, client-situation analysis, and effective communication of concepts.
- Develop comprehensive, personalized financial plans that help clients take action, achieve goals, and overcome financial challenges.
- Become a subject matter expert in company benefits, including 401(k) and pension plans, insurance, equity and stock awards, and deferred compensation.
- Prepare and deliver financial reports and analyses covering asset allocation, retirement planning, education funding, risk management, and federal income tax, using digital tools in coaching conversations.
- Build trust and rapport with employee populations through scheduled appointments and develop long-term relationships as appropriate.
- Answer inbound calls, explain the service, help clients navigate the digital platform, and assist with real-time financial planning questions.
- Identify and discuss appropriate internal products and services to offer suitable implementation solutions.
- Follow industry and firm 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 eligible active US employees working at least 20 hours per week.
- May be eligible for a discretionary bonus if an active employee at fiscal year-end.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
