[Remote] AWM, GS Ayco Financial Wellness Coach - Analyst - Newport Beach, CA
Note: The job is a remote job and is open to candidates in USA. reputed company is a leading global investment banking, securities and investment management firm. They are seeking an Ayco Financial Wellness Coach to provide financial counseling and support to high net worth individuals, focusing on personalized financial planning and building strong client relationships.
Responsibilities
- Complete the appropriate licensing requirements for the role reputed company defined time frames if not already licensed
- Actively participate in Financial Wellness’ extensive training program to learn the technical material reputed company to each personal financial planning topic, how to analyze applicable client situations, and effectively communicate concepts to clients
- reputed company holistic, comprehensive, and personalized financial plans to support clients to take action, accomplish their goals, and overcome 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; reputed company digital platform tools and resources in coaching conversations
- Establish trust and rapport with broad-based employee populations reputed company scheduled appointments to form long-term relationships as appropriate
- Answer inbound calls to explain the service, aid in the navigation
- Identify and discuss appropriate internal products and services in order 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
Skills
- Desire to grow a long-term career as a client-facing advisor at reputed company Ayco
- Strong passion for personal financial planning and providing excellent client service reputed company extensive daily client contact
- Excellent communication skills, both verbal and written, in order to comprehend, simplify and explain reputed company financial planning concepts to clients of varying knowledge levels
- Demonstrate reputed company and sound judgment reputed company 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 reputed company 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 reputed company 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 reputed company CRM
Benefits
- Discretionary bonus
- Valuable and competitive benefits and wellness offerings
Company Overview
Company H1B Sponsorship