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Asset & Wealth Management, GS Ayco Financial Wellness Coach, Analyst - Newport Beach, CA

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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 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 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, 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 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 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 firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

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

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