Seminar Speaker - Institutional Business Solutions

Employment Type

: Full-Time


: Miscellaneous

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Ayco 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.

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  • Present financial planning concepts in a seminar format to our clients. Large and small audiences are common
  • In-depth technical knowledge of employee benefits, income taxes, estate planning, retirement planning, investments and insurance
  • Conduct an average of 12 or more seminar days (average four sessions a day) or as business needs dictate
  • Maintain appropriate securities licenses
  • Attend all Ayco training sessions
  • Extensive nationwide travel required


  • Four-year college degree, preferably with major course work in finance, accounting, business, tax or other areas related to financial planning
  • Series 7 and 66 or equivalent required
  • Public speaking or training experience required
  • Strong verbal and written communication skills
  • Self-motivated
  • Committed to quality
  • Strong organizational skills with the desire for an independent work environment
  • Ability to inspire action through dynamic delivery

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