Financial Planning Training Designer for Advisors

Goldman Sachs; Dallas (WV); On-site; USD 90,000 - 120,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking a training professional to design and deliver foundational financial planning training for advisor teams. You will translate complex planning concepts into actionable content, partnering with Product, Family Office, and other stakeholders to keep curricula aligned with business priorities.

The role emphasizes practical case studies, measurable learning outcomes, and continuous curriculum improvement to support advisor readiness and client outcomes.

Qualifications

• Foundational financial planning principles knowledge, CFP/CFA preferred.
• Ability to design, develop, and deliver training programs for advisor teams.
• Understanding of how advisor teams use planning concepts to support client conversations.
• Experience collaborating across teams to build aligned training solutions.
• Commitment to accuracy, consistency, and high-quality execution in content and delivery.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Design and deliver core planning training for advisor teams.
• Create advisor-focused curriculum with case studies and materials.
• Collaborate with Product, Family Office, and other partners to align training.
• Translate technical concepts into engaging learning experiences.
• Regularly update materials to reflect current guidance and feedback.
• Work with SMEs to ensure content is scalable and effective.

Skills

Core financial planning

Training design

Advisor/service orientation

Stakeholder management

Attention to detail

Organizational agility

Communication skills

Drive and follow-through

Academic foundation

Industry experience

Technology proficiency

Education

Bachelor's degree

Tools

MS Office

SharePoint

Job description

Goldman Sachs Wealth Management is seeking a training professional to design and deliver foundational financial planning training for advisor teams. You will translate complex planning concepts into actionable content, partnering with Product, Family Office, and other stakeholders to keep curricula aligned with business priorities.

The role emphasizes practical case studies, measurable learning outcomes, and continuous curriculum improvement to support advisor readiness and client outcomes.