Client‑Facing Financial Wellness Coach

Goldman Sachs; Newport Beach (CA); On-site; USD 65,000 - 105,000; Full time

Job summary

Goldman Sachs Ayco Financial Wellness in Newport Beach, CA seeks a Financial Wellness Coach to begin a client-facing advisory career. You will complete licensing requirements and provide one-on-one financial coaching over the phone, building lasting relationships with clients.

Through structured training, you will learn retirement, investing, budgeting, and employee benefits concepts, growing your career as a trusted advisor serving Fortune 1000 employees and their workforce.

Qualifications

• Bachelor’s degree and FINRA licenses (SIE, Series 7, Series 66) or to obtain within defined time.
• Strong client service with extensive daily client contact.
• Excellent verbal and written communication to explain complex concepts.
• Ability to handle confidential information with integrity.
• Ability to multi-task in a fast-paced environment.
• Attention to detail and delivering accurate client deliverables.
• Strong interpersonal skills to build client relationships.

Responsibilities

• Develop holistic, personalized financial plans for clients.
• Complete licensing requirements within defined time frames.
• Conduct prescheduled appointments and inbound calls for financial coaching.
• Explain benefits and advisory solutions to clients.
• Maintain compliance with industry and firm policies.

Skills

Client-facing advisor

Financial planning

Communication skills

Integrity and judgment

Multi-tasking

Attention to detail

Interpersonal skills

Willingness to learn

Bachelor's degree

FINRA SIE Series 7 Series 66

Education

Bachelor’s degree

Tools

eMoney

Salesforce CRM

Job description

Goldman Sachs Ayco Financial Wellness in Newport Beach, CA seeks a Financial Wellness Coach to begin a client-facing advisory career. You will complete licensing requirements and provide one-on-one financial coaching over the phone, building lasting relationships with clients.

Through structured training, you will learn retirement, investing, budgeting, and employee benefits concepts, growing your career as a trusted advisor serving Fortune 1000 employees and their workforce.