Financial Planner - Foundational Counseling

Posted on Nov 17, 2018 by Ayco, a Goldman Sachs Company

Dallas, TX 75201
Accountancy
Immediate Start
Annual Salary
Full-Time

Overview


We believe in the power of human relationships to help clients drive action and improve financial wellness. A career with Ayco offers an opportunity to be part of a unique culture of client service and professional growth.


JOIN A GROWING TEAM OF PEOPLE WHO MAKE A DIFFERENCE IN CLIENTS' LIVES


Take advantage of the many paths Ayco offers to grow your own career. No previous financial planning experience is necessary. Ayco provides extensive paid training so that you can apply your skills and knowledge to help our clients improve their financial wellness and reach their goals. You will complete a comprehensive and dynamic training program on financial planning areas including budgeting, credit, home-buying, debt repayment, investments, college funding, insurance, income taxes, estate planning, retirement savings and employer-provided benefits.


We believe that by bringing diverse perspectives to everything we do, we can give the best possible experience to our clients and associates.



Responsibilities


  • As a valued financial planning coach, you will provide comprehensive, objective education and guidance to diverse individuals employed by our corporate clients in a telephone environment
  • You will review clients' financial goals and analyze their situations
  • You will help clients devise and implement personalized plans to work toward their financial goals



  • Qualifications


  • Bachelor's degree (any major) and a desire to learn financial planning and provide financial coaching
  • Self-motivated with a desire to work in a team-oriented environment
  • Strong client focus and relationship management skills
  • Strong communication skills
  • Strong organizational skills and the ability to work efficiently on a consistent basis
  • Prior sales, fundraising, business development or investing experience a plus, but not required


  • Reference: 568430430

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