Client-Facing Financial Wellness Coach & Analyst

SRI Conference; Irving (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

Goldman Sachs Ayco Financial Wellness seeks a coach to begin a career as a client-facing financial advisor, supported by a structured training program and licensing guidance. After training, coaches focus on building relationships with clients via phone and inbound calls, delivering personalized financial planning and ongoing professional development.

The role emphasizes ownership mindset, continual growth, and the ability to expand skills beyond initial training, leveraging Ayco’s resources and

Qualifications

• Strong communication skills to explain complex financial concepts to clients.
• Ability to build trust and rapport with clients and colleagues.
• Willingness to complete licensing requirements (SIE, Series 7, Series 66) and participate in ongoing training.

Responsibilities

• Complete licensing requirements within defined time frames.
• Participate in extensive training to learn personal financial planning topics.
• Develop holistic financial plans tailored to client needs and goals.
• Establish long-term relationships through scheduled appointments and inbound calls.
• Explain services and navigate digital platforms to clients in real time.
• Identify appropriate internal products and services for clients' needs.
• Adhere to industry and company policies and compliance.

Skills

Excellent communication

Client-facing

Integrity and judgment

Multi-tasking

Attention to detail

Team collaboration

Willingness to learn

Education

Bachelor's degree

Tools

eMoney

Salesforce CRM

Job description

Goldman Sachs Ayco Financial Wellness seeks a coach to begin a career as a client-facing financial advisor, supported by a structured training program and licensing guidance. After training, coaches focus on building relationships with clients via phone and inbound calls, delivering personalized financial planning and ongoing professional development.

The role emphasizes ownership mindset, continual growth, and the ability to expand skills beyond initial training, leveraging Ayco’s resources and