Analyst

About the Role

The Financial Wellness Coach, Analyst role at Goldman Sachs Ayco is designed for individuals seeking to begin their career as a client-facing financial advisor. Coaches are supported by a robust training program, preparing them to work independently with clients over the phone within their first seven months. The role emphasizes a client-facing approach and the development of long-term career as a financial advisor, with continuous training to expand skills and technical competency.

Key Responsibilities

• Complete licensing requirements (SIE, Series 7, Series 66) within defined time frames if not already licensed.
• Actively participate in the Financial Wellness training program to learn personal financial planning topics, analyze client situations, and communicate concepts effectively.
• Develop holistic, comprehensive, and personalized financial plans to support clients in taking action, accomplishing goals, and overcoming 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.
• Answer inbound calls to explain the service, aid in navigation of the digital platform, and assist with real-time financial planning questions.
• Identify and discuss appropriate internal products and services 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.

Requirements & Tech Stack

• 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.
• Excellent communication skills, both verbal and written.
• Ability to comprehend, simplify, and explain complex financial planning concepts.
• 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.
• Excellent interpersonal skills to build strong client relationships and foster a collaborative environment.
• Desire to learn and ability to implement feedback positively.
• 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).

Qualifications (Preferred)

• 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.