Financial Coach Financial Coach …

Goldman Sachs
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Goldman Sachs
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Financial Coach
Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate? Financial Coach - Coaching (Experienced) Job Location(s) US-TX-Dallas Dept. Foundational Counseling Category Accounting/Finance Job ID 2021P-Coaching-TX-Exp Overview

Ayco’s Coaching division provides superior one-on-one financial planning and education to a wide variety of clients in areas such as retirement, investing, budgeting, insurance, income taxes, and estate planning completely over the phone via prescheduled appointments and/or inbound calls.

We are currently seeking candidates with exceptional written and verbal communication skills from diverse backgrounds and experiences. Applicants who are considering a career change, re-launching their career, or are new to the workforce are also encouraged to apply. An Ayco Coach will demonstrate success by building relationships and motivating our clients to take action toward achieving their personal financial goals. Each Coach should possess an ownership mindset with a desire to continually develop and learn.

Ayco is an industry pioneer and preeminent leader of company-sponsored financial counseling services. We believe companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their own control. For nearly 50 years, we’ve aspired to deliver a more productive and engaged workforce to our clients by providing their employees a path to financial well-being through holistic and personalized services tailored for each stage of the career cycle—from entry-level to C-suite.

Training:Ayco has a best-in-class new hire training program, covering the technical and practical elements of the job. Initial new hire training includes a combination of classroom learning, practical exercises, and shadowing of existing associates. Through Ayco and Goldman Sachs University, new hires have access to classes that focus on building foundational professional and technical skills, to culture and learning focused training. We take a personal approach to talent development and foster an environment that values different perspectives, challenges thinking and maximizes the potential of our people. Our annual and ongoing feedback ensures our people and their managers have the information they need to excel in their careers.

Diversity & Inclusion:Ayco values the different perspectives and experiences our associates bring. The firm supports the Ayco Diversity Network, an employee-led initiative open to all associates that provides education and awareness on topics of interest to diverse communities. In addition, our firm wide diversity and inclusion efforts expand professional and career development opportunities through programs such as the Women’s Advisor Initiative and Multicultural Analyst Initiative to support our commitment to having the best talent at all levels.

Benefits & Wellness:From benefits to wellness, we aim to support your commitment to your job as well as your priorities and interests outside of work.

Career Advancement:Ayco offers coaching, mentoring and on-the-job learning that supports your growth and development.

Visit for more information about the firm.

  • Actively participate in Coaching’s required training modules to learn the technical material related to each financial planning topic, how to analyze applicable client situations, and efficiently communicate concepts to clients
  • 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
  • Establish trust and rapport with broad-based employee populations of our Fortune 500 client companies over the phone; ultimately forming long-term relationships
  • Commit to consistently improve the client experience by engaging and motivating clients to take action, accomplish their goals and overcome financial challenges
  • Identify implementation solutions or referral opportunities that are suitable for our clients where appropriate
  • Develop financial reports and analyses regarding asset allocation, retirement planning, education funding, risk management, and federal income tax using internal tools and software
  • Adhere to industry and company-wide policies, procedures, and compliance
  • Bachelor’s degree required
  • FINRA Series 66, SIE, and Series 7 licenses required (or as a condition of employment after joining the firm)
  • Advanced degree or professional designation preferred (e.g. MBA or Masters, CFP, etc.)
  • Financial industry experience preferred
  • 2-3 years experience preferred
  • Proficiency in Microsoft Office products including Word, Excel, Windows, PowerPoint, and Outlook

Desired Skills and Qualities

  • Passion for assisting clients in taking action to achieve their financial wellness
  • Excellent consulting and client engagement aptitude
  • Effective communicator
  • Highly organized and efficient time management abilities
  • Innovative and self-motivated
  • Demonstrate emotional intelligence and active listening skills
  • Collaborative team player
  • Analytical and resourceful problem solver
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