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Financial Wellness Coach Analyst: Client Advisor Trainee

SRI Conference

Goldman Sachs Ayco Financial Wellness in Albany, NY is seeking a client-facing financial advisor coach after completing rigorous training. You will guide employees through personal financial planning topics and obtain required licenses (SIE, Series 7, Series 66). The role emphasizes building long-term relationships with employees via phone-based coaching, developing comprehensive financial plans, and becoming a subject-matter expert on benefits such as 401(k), pensions, and insurance. #J-18808-Ljbffr SRI Conference

Vacancy posted more than 2 months ago

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