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Wealth Management Financial Manager

Wealth Wellness Team Lead: Financial Coaching

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: The Goldman Sachs Group
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a results-oriented Team Lead to empower and develop financial advisors. The ideal candidate will have a Bachelor's degree, advanced study in progress, and a minimum of four years' experience in financial services. This role involves mentoring team members, ensuring excellent client service, and managing performance expectations. Strong leadership and communication skills are essential, alongside the ability to thrive in a dynamic environment.

Join a culture that values diversity and professional growth.
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