Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst Analyst

Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Albany  Albany, NY, United States

OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.

Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

AYCO Financial Counseling (AYCO) Goldman Sachs Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control.

Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. Coaches are supported with a robust training program that prepares them to be independently working with clients over the phone within their first seven months. The training consists of:

• Dedicated training team to guide new hires through an initial training period
• Support through licensing requirements (SIE, Series 7 and Series 66)
• In-depth technical training on a wide range of financial planning concepts such as:
  • Retirement
  • Investing
  • Budgeting & debt management
  • Employee benefits
  • Insurance
  • Income taxes
  • Education funding
  • Estate planning
• Practical application of technical training through practice client scenarios

Once through training, a coach’s focus shifts to developing relationships with our clients and providing them with superior one-on-one personal financial planning over the phone via prescheduled appointments and inbound calls. This role is meant for an individual who wants to be client-facing and develop their long-term career as a financial advisor. Continual training will help coaches expand their skills and technical competency beyond their initial training period.

Each coach should possess an ownership mindset with a desire to continually develop, learn, and grow professionally.

Goldman Sachs Ayco Financial Wellness partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control.

Ayco advisors and technical specialists help clients achieve their personal financial goals through education across the key financial disciplines outlined above.

• 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…