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Client-Facing Financial Wellness Coach & Analyst

SRI Conference

Goldman Sachs Ayco Financial Wellness seeks a coach to begin a career as a client-facing financial advisor, supported by a structured training program and licensing guidance. After training, coaches focus on building relationships with clients via phone and inbound calls, delivering personalized financial planning and ongoing professional development. The role emphasizes ownership mindset, continual growth, and the ability to expand skills beyond initial training, leveraging Ayco’s resources and #J-18808-Ljbffr SRI Conference

Vacancy posted 2 days ago
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