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Goldman Sachs · 3 months ago

Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Newport Beach, CA

Newport Beach, California, United States

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $125K/yr

Goldman Sachs Ayco partners with Fortune 1000 companies to enhance their employees' financial wellness. The Financial Wellness Coach role is designed for individuals who want to build client relationships and provide personalized financial planning support after an extensive training program.

BankingFinanceFinancial ServicesVenture Capital

Growth Opportunities

Responsibilities

Following training, coaches focus on building meaningful relationships with clients, delivering exceptional, personalized financial planning through scheduled phone appointments and inbound conversations

This role is meant for an individual who wants to be client-facing and develop their long-term career as a financial advisor

Continual training will help coaches expand their skills and technical competency beyond their initial training period

Each coach should possess an ownership mindset with a desire to continually develop, learn, and grow professionally

Qualification

FINRA SIE licenseSeries 7 licenseSeries 66 licenseEMoney softwareSalesforce CRMClient service experienceDesire to learnCommunicationInterpersonal skillsAttention to detail

Required

Bachelor's degree

FINRA SIE, Series 7 and Series 66 licenses (or as a condition of employment within a defined time after joining the firm)

Desire to grow a long-term career as a client-facing advisor at Goldman Sachs Ayco

Strong passion for personal financial planning and providing excellent client service via extensive daily client contact

Excellent communication skills, both verbal and written, in order to comprehend, simplify and explain complex financial planning concepts to clients of varying knowledge levels

Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues

Demonstrate integrity and sound judgment when handling highly confidential and sensitive information

Ability to multi-task independently in a fast-paced work environment

Strong attention to detail and ability to complete client deliverables accurately and within designated time frames

Desire to learn and ability to implement feedback in a positive and constructive manner in pursuit of professional growth