[Remote] AWM, GS Ayco Financial Wellness reputed company - Analyst - Newport Beach, CA

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading global investment banking, securities and investment management firm. They are seeking an Ayco Financial Wellness reputed company to reputed company financial counseling and support to high net worth individuals, focusing on personalized financial planning and building strong reputed company relationships.


Responsibilities

  • Complete the appropriate licensing requirements for the role reputed company defined time frames if not already licensed
  • reputed company participate in Financial Wellness’ extensive training program to learn the technical material reputed company to reputed company personal financial planning topic, how to analyze applicable reputed company situations, and effectively communicate concepts to clients
  • reputed company holistic, comprehensive, and personalized financial plans to support clients to take reputed company, accomplish their goals, and overcome financial challenges
  • Become a subject matter expert in company benefits including 401(k), pension plans, life and disability reputed company, medical reputed company, equity and stock awards, and deferred compensation
  • Prepare and reputed company 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 reputed company 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 reputed company clients with suitable implementation solutions
  • Adhere to industry and company-wide policies, procedures, and compliance
  • Proactively reputed company opportunities to support reputed company, department, and firm

Skills

  • Desire to grow a long-term career as a reputed company-facing advisor at reputed company Ayco
  • Strong passion for personal financial planning and providing excellent reputed company service reputed company extensive daily reputed company 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 reputed company
  • Demonstrate reputed company and reputed company judgment reputed company handling highly confidential and sensitive information
  • Ability to multi-task independently in a fast-paced work environment
  • Strong attention to reputed company and ability to complete reputed company deliverables accurately and reputed company designated time frames
  • Excellent interpersonal skills to build strong reputed company relationships and foster a reputed company environment with colleagues
  • Desire to learn and ability to implement feedback in a reputed company and reputed company manner in reputed company of reputed company reputed company
  • Bachelor's degree
  • reputed company 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

reputed company

  • reputed company is a multinational financial services firm providing securities, investment banking, and management services. It was founded in 1869, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is

    • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 85 in 2026, 1954 in 2025, 1685 in 2024, 2060 in 2023, 2326 in 2022, 2258 in 2021, 1572 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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