Asset & Wealth Management, GS Ayco, Financial Wellness Coach, Analyst - Albany

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals? An Ayco Coach will demonstrate success by building relationships and motivating our clients to take action toward achieving their personal financial goals. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. AYCO Financial Counseling (AYCO) Goldman Sachs Ayco Financial Counseling (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. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. Goldman Sachs Ayco Financial Wellness is where financial advisors come to start their career. Coaches are supported with a robust training program that prepares them to be independently working 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
• In-depth technical training on a wide range of financial planning concepts such as:

o Retirement o Budgeting & debt management o Income taxes o Education funding o Practical application of technical training through practice client scenarios Once through training, a coach's focus shifts to developing relationships with our clients and providing them with superior one-on-one personal financial planning over the phone via prescheduled appointments and inbound calls. This role ismeant 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. Goldman Sachs Ayco Financial Wellness 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. Ayco advisors and technical specialists help clients achieve their personal financial goals through education across the key financial disciplines outlined above. 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
• 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 in order to provide clients with suitable implementation solutions
• Adhere to industry and company-wide policies, procedures, and compliance
• 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
• Excellent interpersonal skills to build strong client relationships and foster a collaborative environment with colleagues
• Bachelor's degree
• 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

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'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. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.