Financial Consultant (Sales)

About the role

Serves 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. - Prioritize outreach based on potential, complexity, and timing. Continuously mining 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.

Responsibilities

Deliver Personalized Value & Drive Growth Through Meaningful Outreach - 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 - Demonstrate leadership by coaching peers, contributing to best practices, and fostering a collaborative environment within the department. - Share insights, elevate sales skills, and model continuous improvement. - Help shape a culture of curiosity, growth, and client-first excellence. - Participate in special projects, pilots, or initiatives designed to strengthen the client and crew experience—and help shape the future of our business.

Requirements

- Undergraduate degree or equivalent combination of training and experience. - At least three years of related work, ideally within financial services. - Experience managing a book of business and delivering exceptional client experiences. - Strong consultative sales skills and the ability to translate financial complexity into client confidence. - Excellent communication—verbal, written, and interpersonal. - Strong problem-solving abilities and time-management instincts. - Proficiency in MS Office. - Broad knowledge of Vanguard funds, products, markets, and services (preferred). - Required regulatory licensing: SIE and Series 7 prior to start. - Series 63/65 or 66 (or equivalent designations where eligible), which may be completed after hire.

Qualifications

- Broad knowledge of Vanguard funds, products, markets, and services (preferred). - Required regulatory licensing: SIE and Series 7 prior to start. - Series 63/65 or 66 (or equivalent designations where eligible), which may be completed after hire.

Skills

- Strong consultative sales skills and the ability to translate financial complexity into client confidence. - Excellent communication—verbal, written, and interpersonal. - Strong problem-solving abilities and time-management instincts. - Proficiency in MS Office. - Broad knowledge of Vanguard funds, products, markets, and services (preferred).

Benefits

- Comprehensive benefits package including health insurance, retirement plans, and wellness programs. - Flexible work arrangements to accommodate your personal and professional needs. - Opportunities for professional development and advancement within the company.

Pay

- Competitive salary commensurate with experience and qualifications.

Schedule

- Hybrid schedule allowing for a balance between remote and in-office work.