Financial Planning & Coaching Senior Specialist

Vanguard•Scottsdale, AZ

35d

About The Position

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in Vanguard's Financial Advisor Services (FAS), Advisor Solutions department. In this role, candidates will fulfill FAS's mission of being the "advisor to the advisor" and engage with a variety of FAS clients as a sought after and valued expert. Responsibilities will include serving as an ambassador, presenting and/or consulting with advisors, and at times, their end-clients. In addition, FP&C Specialists support our FAS Sales crew in upskilling and positioning the offer to their clients. And finally, as a Senior Specialist, you'll play a critical role in expanding and enhancing the growing portfolio of financial planning solutions we offer to advisors. Examples of topics currently included in our portfolio include: Health Care Cost Planning, Social Security Planning, Tax Planning, Legacy & Estate Planning, Retirement Income, and Behavioral Coaching.

Requirements

Minimum of eight years related work experience. Five years of experience in advice or client facing roles preferred.
Undergraduate degree or equivalent combination of training and experience.
CFP strongly preferred or willingness to pursue.
This job requires a Series 7 and 63 license.
Travel to support in-person client events will be required, with approximately five business days per month "in field."

Nice To Haves

Deep expertise in financial planning topics and a passion for educating clients on these topics.
Strong verbal and written communication skills and the ability to make complex topics understandable for audiences with varying degrees of acumen.
Client-centric mindset to provide unique solutions to Sales and advisor inquiries.
Relationship management skills to build effective partnerships across FAS and the enterprise to drive business results.
Comfort in operating independently and managing ambiguity, to problem-solve and present recommendations.
Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS's divisional goals.

Responsibilities

Ambassadorship - Serve as an ambassador on select financial planning solutions, representing VG in 1-many events and 1:1 advisor consultations.
Sales Enablement - Serve as a "go to" expert for FAS Sales on the Financial Planning & Coaching Offer.â¯ Also responsible for training FAS Sales on these topics and providing resources to aid Sales in distribution efforts.
Offer Evolution - Provide expert consultation in solution development and enhancement discussions.
Content origination: Contribute to authoring new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
Stakeholder Management - Serve as a liaison to FAS Sales and advice partners throughout the enterprise.

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