Financial Wellness Coach Analyst: Client Advisor Trainee

SRI Conference; City of Albany (NY); On-site; USD 63,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Goldman Sachs Ayco Financial Wellness in Albany, NY is seeking a client-facing financial advisor coach after completing rigorous training. You will guide employees through personal financial planning topics and obtain required licenses (SIE, Series 7, Series 66).

The role emphasizes building long-term relationships with employees via phone-based coaching, developing comprehensive financial plans, and becoming a subject-matter expert on benefits such as 401(k), pensions, and insurance.

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, in order to comprehend, simplify and explain complex financial planning concepts to clients of varying knowledge levels
• 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

Client-facing advisor

Financial planning passion

Excellent communication

Integrity and judgment

Multi-tasking

Attention to detail

Interpersonal skills

Willingness to learn

Education

Bachelor's degree

Tools

FINRA SIE

Series 7

Series 66

Job description

Goldman Sachs Ayco Financial Wellness in Albany, NY is seeking a client-facing financial advisor coach after completing rigorous training. You will guide employees through personal financial planning topics and obtain required licenses (SIE, Series 7, Series 66).

The role emphasizes building long-term relationships with employees via phone-based coaching, developing comprehensive financial plans, and becoming a subject-matter expert on benefits such as 401(k), pensions, and insurance.