Goldman Sachs
Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Albany, N
Goldman Sachs, Albany, New York, United States
Overview
Asset & Wealth Management, GS Ayco Financial Wellness Coach, Albany, NY. Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce, leveraging Ayco's 50-year heritage and Goldman Sachs resources to meet employees' financial needs. Ayco advisors and technical specialists help clients achieve personal financial goals through education and guided implementation across key financial disciplines, including employee benefit planning. About This Opportunity
Goldman Sachs Ayco Financial Wellness is where financial advisors start their careers. Our financial coaches receive a robust training program that prepares them to independently work with clients over the phone within seven months. The training includes: 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 financial planning concepts such as retirement, investing, budgeting & debt management, employee benefits, insurance, income taxes, education funding, and estate planning Practical application of 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 client-facing and supports long-term career development as a financial advisor. Continual training will help coaches expand skills and technical competency beyond initial training. Coaches should possess an ownership mindset with a desire to continually develop, learn, and grow professionally. Responsibilities
Build meaningful relationships with clients and deliver personalized financial planning via phone appointments and inbound conversations Comply with training and licensing requirements and apply technical knowledge to client scenarios Support long-term career growth as a client-facing advisor Engage in ongoing training to expand skills and technical competency Qualifications
Bachelor’s degree FINRA SIE, Series 7 and Series 66 licenses (or will obtain within defined time after joining) Desire to grow a long-term career as a client-facing advisor at Goldman Sachs Ayco Strong passion for personal financial planning and excellent client service via extensive daily client contact Excellent communication skills (verbal and written) to explain complex concepts to clients of varying knowledge levels Strong interpersonal skills to build client relationships and collaborate with colleagues Integrity and sound judgment in handling confidential information Ability to multi-task independently in a fast-paced environment Attention to detail and ability to deliver client deliverables accurately and on time Willingness to learn and implement feedback for professional growth Preferred Qualifications
Minimum 3.5 GPA CFP certification and/or Life, Accident, and Health license; SIE license Customer service experience Experience with eMoney planning software and Salesforce CRM About Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm. We are committed to fostering diversity and inclusion and providing opportunities for growth. Learn more about our culture, benefits, and people at GS.com/careers. We are an equal employment/affirmative action employer and strive to provide accommodations for candidates with disabilities during the recruiting process. Salary and Conditions
The base salary range for this Albany, NY position is $55,000 - $75,000 per year. You may be eligible for a discretionary bonus if you are an active employee at fiscal year-end. Salary Range: $55,000 - $75,000. The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer.
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Asset & Wealth Management, GS Ayco Financial Wellness Coach, Albany, NY. Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce, leveraging Ayco's 50-year heritage and Goldman Sachs resources to meet employees' financial needs. Ayco advisors and technical specialists help clients achieve personal financial goals through education and guided implementation across key financial disciplines, including employee benefit planning. About This Opportunity
Goldman Sachs Ayco Financial Wellness is where financial advisors start their careers. Our financial coaches receive a robust training program that prepares them to independently work with clients over the phone within seven months. The training includes: 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 financial planning concepts such as retirement, investing, budgeting & debt management, employee benefits, insurance, income taxes, education funding, and estate planning Practical application of 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 client-facing and supports long-term career development as a financial advisor. Continual training will help coaches expand skills and technical competency beyond initial training. Coaches should possess an ownership mindset with a desire to continually develop, learn, and grow professionally. Responsibilities
Build meaningful relationships with clients and deliver personalized financial planning via phone appointments and inbound conversations Comply with training and licensing requirements and apply technical knowledge to client scenarios Support long-term career growth as a client-facing advisor Engage in ongoing training to expand skills and technical competency Qualifications
Bachelor’s degree FINRA SIE, Series 7 and Series 66 licenses (or will obtain within defined time after joining) Desire to grow a long-term career as a client-facing advisor at Goldman Sachs Ayco Strong passion for personal financial planning and excellent client service via extensive daily client contact Excellent communication skills (verbal and written) to explain complex concepts to clients of varying knowledge levels Strong interpersonal skills to build client relationships and collaborate with colleagues Integrity and sound judgment in handling confidential information Ability to multi-task independently in a fast-paced environment Attention to detail and ability to deliver client deliverables accurately and on time Willingness to learn and implement feedback for professional growth Preferred Qualifications
Minimum 3.5 GPA CFP certification and/or Life, Accident, and Health license; SIE license Customer service experience Experience with eMoney planning software and Salesforce CRM About Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm. We are committed to fostering diversity and inclusion and providing opportunities for growth. Learn more about our culture, benefits, and people at GS.com/careers. We are an equal employment/affirmative action employer and strive to provide accommodations for candidates with disabilities during the recruiting process. Salary and Conditions
The base salary range for this Albany, NY position is $55,000 - $75,000 per year. You may be eligible for a discretionary bonus if you are an active employee at fiscal year-end. Salary Range: $55,000 - $75,000. The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer.
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