Financial Wellness Coach & Advisor

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

Job summary

Goldman Sachs Ayco Financial Wellness is where financial advisors start their careers. Coaches receive a robust training program to prepare them to work independently with clients over the phone within seven months.

The training covers licensing (SIE, Series 7, Series 66) and core financial planning topics such as retirement, investing, budgeting, benefits, taxes, and estate planning, using digital tools for coaching.

Qualifications

• 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, to comprehend, simplify and explain complex financial planning concepts to clients
• 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
• Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues
• Desire to learn and ability to implement feedback in a positive and constructive manner in pursuit of professional growth
• 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)

Responsibilities

• Complete the appropriate licensing requirements for the role within defined time frames if not already licensed
• Actively participate in Financial Wellness' extensive training program to learn the technical material related to each personal financial planning topic, how to analyze applicable client situations, and effectively communicate concepts to clients
• Develop holistic, comprehensive, and personalized financial plans to support clients to take action, accomplish their goals, and overcome financial challenges
• Become a subject matter expert in company benefits including 401(k), pension plans, life and disability insurance, medical insurance, equity and stock awards, and deferred compensation
• Prepare and deliver financial reports and analyses regarding asset allocation, retirement planning, education funding, risk management, and federal income tax; leverage digital platform tools and resources in coaching conversations
• Establish trust and rapport with broad-based employee populations via scheduled appointments to form long-term relationships as appropriate
• Answer inbound calls to explain the service, aid in the navigation of the digital platform, and assist with real-time financial planning questions
• Identify and discuss appropriate internal products and services in order to provide clients with suitable implementation solutions
• Adhere to industry and company-wide policies, procedures, and compliance
• Proactively seek opportunities to support the team, department, and firm

Skills

Bachelor's degree

FINRA SIE

Series 7

Series 66

Excellent communication

Education

Bachelor's degree

Tools

eMoney

Salesforce CRM

Job description

Goldman Sachs Ayco Financial Wellness is where financial advisors start their careers. Coaches receive a robust training program to prepare them to work independently with clients over the phone within seven months.

The training covers licensing (SIE, Series 7, Series 66) and core financial planning topics such as retirement, investing, budgeting, benefits, taxes, and estate planning, using digital tools for coaching.