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About the Role

This role is for individuals passionate about financial markets and working with high-net-worth individuals. Coaches provide proactive financial counseling, including tax preparation and investments, to address complex financial situations for executives and entrepreneurs. Success is measured by building relationships and motivating clients to achieve their financial goals.

Responsibilities

Complete licensing requirements within defined time frames if not already licensed.
Actively participate in the Financial Wellness extensive training program.
Develop holistic, comprehensive, and personalized financial plans.
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 the 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

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.
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 with colleagues.
Desire to learn and ability to implement feedback in a positive and constructive manner.
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).

Skills

Financial markets understanding
Client service
Communication skills
Attention to detail
Interpersonal skills
Integrity
Judgment
Multi-tasking
Learning agility

Location

Albany, NY, United States

Work Type

Full-time

Experience Level

Entry-level

Education Level

Bachelor's degree

Salary/Compensations

$62,500-$70,000

Benefits

Discretionary bonus
Valuable and competitive benefits and wellness offerings

About the Company

Goldman Sachs Ayco Financial Wellness partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce.
Leverages the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs.
Believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control.
Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines.
Goldman Sachs is a leading global investment banking, securities and investment management firm founded in 1869.
Committed to fostering and advancing diversity and inclusion.
Offers opportunities to grow professionally and personally through training, development, firmwide networks, benefits, wellness, and mindfulness programs.

Equal Opportunity

Goldman Sachs is an equal employment/affirmative action employer.
Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.