Financial Consultant (Sales)

Serves as a Strategic Partner

Serve as a Strategic Partner to Educate & Empower Your Book of Business
Engage potential leads to understand their goals, challenges, and what prevents full consolidation with Vanguard, while identifying when guidance, advice, or elevated support is needed.
Expand conversations to uncover deeper financial needs and learn more about clients’ broader investment landscape and non-Vanguard holdings.
Offer thoughtful situational guidance or position our managed advice services when appropriate, ensuring clients know exactly what to expect and supporting them through implementation.
Support clients in aligning their actions with their financial goals through confident, value-driven positioning of Vanguard products and services.
Manage and advance a diverse book of current clients, and prospects, who have not yet committed.
Continuously mine your book for opportunities to deepen impact.
Position Vanguard thoughtfully to earn trust, consolidate assets, and strengthen long-term relationships.
Serve as a liaison between clients, advisors, and service teams to ensure each experience is smooth, supported, and aligned with our standards.

Delivers Personalized Value & Drive Growth

Conduct advanced financial needs analyses to match client goals with the right Vanguard solutions.
Use your market and product expertise to help clients evaluate investment options and understand both the advantages and considerations behind them.
Follow through to ensure recommendations are received, understood, and acted upon.
Convert sales leads generated internally by initiating conversations that help prospects consider Vanguard as their long-term partner.
Conduct high‑touch outreach, including inbound, and outbound calls, that are tailored to the client’s readiness and specific needs.
Identify obstacles preventing consolidation, address concerns, and guide clients toward clear next steps.

Lead With Purpose & Influence

Lead with purpose by coaching peers, contributing to best practices, and fostering a collaborative environment within the department.
Share insights, elevate sales skills, and model continuous improvement.
Participate in special projects, pilots, or initiatives designed to strengthen the client and crew experience—and help shape the future of our business.