Financial Sales Consultant

The Vanguard Group•Charlotte, PA

3d•Hybrid

About The Position

At Vanguard, we're on a mission to give clients the best chance for investment success. We're seeking Financial Sales Consultants to build meaningful relationships with clients, help them navigate key financial decisions, and connect them with the right Vanguard products, services, and advice resources to meet their needs. This is a high touch, consultative sales role with an assigned book of business. Success in this role is driven by proactive outbound outreach, as Financial Sales Consultants connect with clients and prospects by phone to build relationships, understand financial goals, identify opportunities, and deliver exceptional client experience. In addition to base salary, Financial Sales Consultants are eligible for performance-based incentive compensation, offering an opportunity to be rewarded for delivering strong client experience and business results. Financial Sales Consultants do not provide personalized financial advice or create financial plans. Instead, they serve as trusted points of contact who conduct discovery conversations, provide education, identify opportunities, and connect clients with the appropriate Vanguard resources, specialists, or advice professionals when needed.

Requirements

Bachelor’s degree or equivalent combination of education and experience.
Three or more years of relevant experience, preferably in financial services, sales, relationship management, wealth management, banking, or consulting.
Demonstrated success managing client relationships, client portfolios, or a sales pipeline.
Strong consultative sales, discovery, communication, relationship management, organization, and time management skills, with experience using CRM systems and Microsoft Office tools.
Active SIE and Series 7 required at time of hire
Active Series 63/65 or 66 required, which may be completed after hire

Nice To Haves

Experience managing a book of business, working in a highly regulated environment, supporting retention, and identifying growth opportunities is also preferred.
Knowledge of investment products, wealth management, retirement solutions, and financial services is preferred.

Responsibilities

Conduct discovery conversations to understand clients’ goals, priorities, life events, outside assets, and unmet needs.
Manage a book of business through proactive outreach, responsive support, timely follow up, and thoughtful prioritization.
Educate clients about Vanguard solutions and connect them with specialists or advice professionals when appropriate.
Use consultative sales skills to deepen relationships, support retention and growth, and guide next steps.
Coordinate referrals and collaborate across Vanguard to deliver a positive client experience.