Financial Planning Training Lead for Advisors

SRI Conference; Newport Beach (CA); On-site; USD 100,000 - 170,000; Full time

Job summary

Goldman Sachs Wealth Management is seeking a training professional to design and deliver foundational financial planning training for advisor teams, translating complex concepts into clear learning experiences.

You will partner across Product, Family Office, and other groups to align curriculum with business priorities and client needs, ensuring accuracy, scalability, and high-quality delivery.

Qualifications

• Foundational financial planning principles
• Ability to design, develop, and deliver training programs
• Advisor-focused curriculum development
• Cross-team collaboration across Wealth Management
• Attention to accuracy and quality in training content
• Ability to manage multiple priorities in a fast-paced environment
• Strong written, verbal, and presentation skills
• Self-motivation and accountability
• Bachelor's degree required
• 3–5 years in financial services or training preferred
• Proficiency with MS Office and learning platforms

Responsibilities

• Design and deliver core planning training for advisor teams
• Create advisor-focused curriculum and materials
• Collaborate with Product, Family Office and other partners
• Translate complex concepts into actionable training content
• Regularly update training materials for accuracy and relevance
• Collaborate with SMEs and project managers to ensure scalable delivery

Skills

Financial planning

Training design

Client service

Stakeholder management

Attention to detail

Organizational agility

Communication

Drive and initiative

Bachelor's degree

Industry experience

Technology proficiency

Education

Bachelor's degree

Tools

Microsoft Office

SharePoint

Job description

Goldman Sachs Wealth Management is seeking a training professional to design and deliver foundational financial planning training for advisor teams, translating complex concepts into clear learning experiences.

You will partner across Product, Family Office, and other groups to align curriculum with business priorities and client needs, ensuring accuracy, scalability, and high-quality delivery.