# AWM, GS Ayco, Financial Wellness Coach, Analyst - Albany [Goldman Sachs](https://www.jorb.ai/firms/goldman-sachs.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Goldman Sachs is hiring a AWM, GS Ayco, Financial Wellness Coach, Analyst - Albany in New York. Posted 2026-04-10; applications close 2026-06-09. **Apply**: https://hdpc.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/LateralHiring/job/167513 Posted 12d ago. ## Role details ## Your Impact Are you a quick-thinking self-starter with a passion for the financial markets, 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 and full-service implementation, including tax preparation and investments, to address the needs of executives, entrepreneurs, and high net worth individuals. An Ayco Coach demonstrates success by building relationships and motivating clients to take action toward achieving their personal financial goals. Each Coach should possess an ownership mindset and a desire to continually develop and learn. ## Our Impact ### 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, 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. ## About This Job Goldman Sachs Ayco Financial Wellness is where financial advisors start their career. Coaches are supported with a robust training program that prepares them to work independently 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 - Support through licensing requirements (SIE, Series 7, and Series 66) - In-depth technical training on a wide range of financial planning concepts, including: - Retirement - Investing - Budgeting & debt management - Employee benefits - Insurance - Income taxes - Education funding - Estate planning - Practical application of technical training through practice client scenarios Once through training, a coach focuses on developing relationships with clients and providing superior one-on-one personal financial planning over the phone via prescheduled appointments and inbound calls. This role is Financial Wellness Wealth Management, Ayco Personal Financial Management, Financial Coach, Analyst—intended for an individual who wants to be client-facing and develop a long-term career as a financial advisor. Ongoing training will help coaches expand their skills and technical competency beyond the initial training period. Each coach should possess an ownership mindset with a desire to continually develop, learn, and grow professionally. ## How You Will Fulfill Your Potential - Complete the appropriate licensing requirements for the role within defined time frames if not already licensed - Actively participate in Financial Wellness’ extensive training program to learn the technical material related to each personal financial planning topic, analyze client situations, and effectively communicate concepts to clients - Develop holistic, comprehensive, and personalized financial plans to support clients in taking action, achieving their goals, and overcoming 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 - Establish trust and rapport with broad-based employee populations via scheduled appointments to form long-term relationships as appropriate - Answer inbound calls to explain the service and assist users - Identify and discuss appropriate internal products and services to provide clients with suitable implementation solutions - Adhere to industry and company-wide policies, procedures, and compliance - Proactively seek opportunities to support the team, department, and firm ## Qualifications ### Skills & Experience We’re Looking For The following criteria are 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, 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 positively and constructively for 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 are preferred for the coach role: - Minimum of a 3.5 GPA - Individuals with SIE license, CFP®, and/or Life, Accident, and Health licenses - Customer service experience - Experience with eMoney financial planning software and Salesforce CRM ## About Goldman Sachs 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 believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our workplace and beyond by ensuring every individual has opportunities to grow professionally and personally, including training, development opportunities, firmwide networks, benefits, wellness, personal finance offerings, and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html © The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer female/Minority/Disability/Veteran/Sexual Orientation/Gender. ## Salary & Benefits **Salary Range** The expected base salary for this role in Albany, New York, United States-based position is $55,000–$75,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. **Benefits** Goldman Sachs is committed to providing competitive benefits and wellness offerings as part of a strong employee experience. A summary of offerings, 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: https://www.goldmansachs.com/careers/discover/2022-Benefits-Summary-US.pdf ## More open roles at Goldman Sachs - [Global Banking & Markets - Transaction Banking - New York / Dallas](https://www.jorb.ai/jobs/69e8de878802d2b8a75e8ee6.md) — New York, posted 8h ago - [Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Sales, Analyst - New York](https://www.jorb.ai/jobs/69e7c7f025ac97669c532ed6.md) — New York, posted 1d ago - [Asset & Wealth Management, Trading and Market Strategies - New York](https://www.jorb.ai/jobs/69e6abd659b45e8d61b366c8.md) — New York, posted 2d ago - [Human Capital Management, Benefits and Wellness, Analyst, Singapore](https://www.jorb.ai/jobs/69e1c05ff0a1c4198782fc6d.md) — Singapore, posted 5d ago - [Asset and Wealth Management, Client Operations, Client Servicing & Event Management, Analyst, Singapore](https://www.jorb.ai/jobs/69e0bc377cda5f0be1593192.md) — Singapore, posted 6d ago --- Updated: 2026-04-22 Canonical: https://www.jorb.ai/jobs/69d95b6a822c77af760adb2c