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

Goldman Sachs
Albany, USA
Mid
Onsite
Discovered 3 days ago
salesforce

Full Job Posting

SKILLS & EXPERIENCE

  • WE’RE LOOKING FOR
  • The following criteria is required for the coach role:
  • 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
  • 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 in pursuit of professional growth
  • 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)
  • The following criteria is preferred for the coach role:
  • 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

Qualifications

  • WE’RE LOOKING FOR
  • 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
  • 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 in pursuit of professional growth
  • 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)
  • 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
  • SKILLS & EXPERIENCE WE’RE LOOKING FOR

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