Goldman Sachs Group, Inc.
Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Newport B
Goldman Sachs Group, Inc., Newport Beach, California, us, 92659
Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Newport Beach, CA
Newport Beach, California, United States
Job Description 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 wider 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 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.
QUALIFICATIONS
Bachelor’s degree
FINRA SIE, Series 7 and Series 66 licenses (or a condition of employment within a defined time after joining the firm)
Strong passion for personal financial planning and providing excellent client service via extended daily client contact
Excellent communication skills, both verbal and written, in order 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 timeframes
PREFERRED QUALIFICATIONS
Minimum a 3.5 GPA
Individuals with SIE license, CFP® certification, and/or Life, Accident, and Health license
Customer service experience
Experience with Money 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 believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
Salary Range 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.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Job Info
Job Identification 153758
Job Category Analyst
Posting Date 09/29/2025, 01:41 PM
Apply Before 04/30/2026, 01:41 PM
Locations Newport Beach, California, United States
Healthcare & Medical Services We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
We offer on‑site child care centers We offer on‑site child care centers that provide full‑time and emergency backup care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer.
Learn More
#J-18808-Ljbffr
Job Description 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 wider 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 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.
QUALIFICATIONS
Bachelor’s degree
FINRA SIE, Series 7 and Series 66 licenses (or a condition of employment within a defined time after joining the firm)
Strong passion for personal financial planning and providing excellent client service via extended daily client contact
Excellent communication skills, both verbal and written, in order 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 timeframes
PREFERRED QUALIFICATIONS
Minimum a 3.5 GPA
Individuals with SIE license, CFP® certification, and/or Life, Accident, and Health license
Customer service experience
Experience with Money 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 believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
Salary Range 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.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Job Info
Job Identification 153758
Job Category Analyst
Posting Date 09/29/2025, 01:41 PM
Apply Before 04/30/2026, 01:41 PM
Locations Newport Beach, California, United States
Healthcare & Medical Services We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
We offer on‑site child care centers We offer on‑site child care centers that provide full‑time and emergency backup care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer.
Learn More
#J-18808-Ljbffr