Financial Wellness Coach & Planning Analyst

Goldman Sachs (lateral); Irving (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Goldman Sachs Ayco Financial Wellness in the United States is hiring entry-level financial coaches who work with clients by phone, guiding them through personal financial planning and building long-term relationships.

The role offers a robust training program, licensing support (SIE, Series 7 and Series 66), and a path to become independent in client-facing advisory, with ongoing development across retirement, investing, budgeting and employee benefits.

Qualifications

• Licensing requirements (SIE, Series 7, Series 66) and training to work with clients over the phone.
• Strong communication and interpersonal skills for advisor roles.
• Willingness to complete professional licensing and ongoing learning.

Responsibilities

• Develop client financial plans and provide education via phone.
• Respond to inbound client inquiries and guide them through digital tools.
• Prepare and present financial analyses and reports to clients.
• Assist with licensing and compliance training as part of onboarding.

Skills

Licensing requirements

Communication skills

Client-facing

Job description

Goldman Sachs Ayco Financial Wellness in the United States is hiring entry-level financial coaches who work with clients by phone, guiding them through personal financial planning and building long-term relationships.

The role offers a robust training program, licensing support (SIE, Series 7 and Series 66), and a path to become independent in client-facing advisory, with ongoing development across retirement, investing, budgeting and employee benefits.