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Advisor - Planning

Company: Ayco, A Goldman Sachs Company
Location: Dallas
Posted on: March 29, 2020

Job Description:

OverviewAyco 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 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 Ayco.com/careers for more information about the firm.Responsibilities




  • Deliver comprehensive personal financial planning and investment planning to corporate mid-level executives and other high net worth individuals
  • Review client's goals, analyze their situation and provide financial planning with the opportunity for implementing solutions through investment, lending and insurance products
  • Provide clients an annual Personal Financial Plan. Prepare tax projections, asset allocation, retirement, education funding, net worth and insurance analyses
  • Contact prospective clients and facilitate enrollment in the service
  • Develop and maintain long-term relationships with clients
  • Ensure accurate records and confidentially of all client data


    Qualifications




    • Bachelor's degree required; advanced degree preferred
    • Series 7 and Series 66 licenses and Life, Accident and Life Insurance license preferred
    • Three or more years' of Ayco or industry experience
    • Superior written and verbal communication skills
    • Strong organizational and multitasking skills
    • Must be able to innovate, pro-actively manage time and follow through to complete tasks
    • Enthusiastic and positive approach to problem-solving and client service
    • Ability to maintain a high level of confidentiality

Keywords: Ayco, A Goldman Sachs Company, Dallas , Advisor - Planning, Other , Dallas, Texas

Click here to apply!

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