AWM, GS Ayco, Financial Wellness Coach,… at Goldman Sachs · Albany

Summary: Goldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Financial Wellness Coach, Analyst to provide proactive financial counseling to high net worth individuals. The role involves developing personalized financial plans, building client relationships, and participating in extensive training to become a subject matter expert in various financial disciplines. Responsibilities: - 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 financial planning topic, how to analyze applicable client situations, and effectively communicate concepts to clients - Develop holistic, comprehensive, and personalized financial plans to support clients to take action, accomplish their goals, and overcome financial challenges - Become a subject matter expert in company benefits including 401(k), pension plans, life and disability insurance, medical insurance, equity and stock awards, and deferred compensation - Prepare and deliver financial reports and analyses regarding asset allocation, retirement planning, education funding, risk management, and federal income tax; leverage digital platform tools and resources in coaching conversations - Establish trust and rapport with broad-based employee populations via scheduled appointments to form long-term relationships as appropriate - Answer inbound calls to explain the service, aid in the navigation of services - Identify and discuss appropriate internal products and services in order to provide clients with suitable implementation solutions - Adhere to industry and company-wide policies, procedures, and compliance - Proactively seek opportunities to support the team, department, and firm Required Qualifications: - 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, in order to comprehend, simplify and explain complex financial planning concepts to clients of varying knowledge levels - 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 - Financial Wellness Wealth Management, Ayco Personal Financial Management, Financial Coach, Analyst - Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues - Desire to learn and ability to implement feedback in a positive and constructive manner in pursuit of professional growth - 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) 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 Required Skills: Personal financial planning, Financial counseling, Financial reporting, analysis, Retirement planning, Investment management, Tax preparation, Employee benefit planning, FINRA SIE license, FINRA Series 7 license, FINRA Series 66 license, CFP® certification, Life, Accident, Health insurance license, eMoney financial planning software, Salesforce CRM, Sound judgment, multi-task independently, Desire to learn, Client service Benefits: You may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end., Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.