Goldman Sachs
Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Newport B
Goldman Sachs, Newport Beach, California, us, 92659
Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Newport Beach, CA
Join to apply for the Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Newport Beach, CA role at Goldman Sachs.
About Goldman Sachs Ayco Goldman Sachs 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. Our advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across the key financial disciplines outlined above, including employee benefit planning.
About This Opportunity Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. Our financial coaches are supported with a robust training program that prepares them to independently work 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
How You Will Fulfill Your Potential Following training, coaches focus on building meaningful relationships with clients, delivering exceptional, personalized financial planning through scheduled phone appointments and inbound conversations. This role is for someone who wants to be client-facing and develop a long-term career as a financial advisor. Continual training will help coaches expand their skills and technical competency beyond the initial training period. Each coach should possess an ownership mindset with a desire to continually develop, learn, and grow professionally.
Qualifications
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)
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 of varying knowledge levels
Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues
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
Desire to learn and ability to implement feedback in a positive and constructive manner in pursuit of professional growth
Preferred Qualifications
Minimum of a 3.5 GPA
Individuals with SIE license, CFP certification, and/or Life, Accident, and Health license
Customer service experience
Experience with eMoney financial planning software and Salesforce CRM
About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has opportunities to grow professionally and personally, from training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Salary Range The expected base salary for this Newport Beach, California, United States-based position is $60,000 - $125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of the fiscal year-end.
The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Seniorities, Employment Type & Job Function
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Referrals increase your chances of interviewing at Goldman Sachs by 2x. Get notified about new Wealth Manager jobs in Newport Beach, CA.
End of description.
#J-18808-Ljbffr
About Goldman Sachs Ayco Goldman Sachs 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. Our advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across the key financial disciplines outlined above, including employee benefit planning.
About This Opportunity Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. Our financial coaches are supported with a robust training program that prepares them to independently work 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
How You Will Fulfill Your Potential Following training, coaches focus on building meaningful relationships with clients, delivering exceptional, personalized financial planning through scheduled phone appointments and inbound conversations. This role is for someone who wants to be client-facing and develop a long-term career as a financial advisor. Continual training will help coaches expand their skills and technical competency beyond the initial training period. Each coach should possess an ownership mindset with a desire to continually develop, learn, and grow professionally.
Qualifications
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)
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 of varying knowledge levels
Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues
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
Desire to learn and ability to implement feedback in a positive and constructive manner in pursuit of professional growth
Preferred Qualifications
Minimum of a 3.5 GPA
Individuals with SIE license, CFP certification, and/or Life, Accident, and Health license
Customer service experience
Experience with eMoney financial planning software and Salesforce CRM
About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has opportunities to grow professionally and personally, from training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Salary Range The expected base salary for this Newport Beach, California, United States-based position is $60,000 - $125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of the fiscal year-end.
The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Seniorities, Employment Type & Job Function
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Referrals increase your chances of interviewing at Goldman Sachs by 2x. Get notified about new Wealth Manager jobs in Newport Beach, CA.
End of description.
#J-18808-Ljbffr