Internal Client Consultant (Internal Wholesaler)

Vanguard • Malvern, PA

2d • Hybrid

About The Position

As an Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset.

Requirements

• Minimum 2 years of wholesaling experience required.
• Undergraduate degree or equivalent combination of training and experience.
• Strong interest in financial services and consultative sales.
• Excellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions.
• Ability to work both independently and collaboratively within a team environment.
• Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on specific responsibilities.

Nice To Haves

• 3+ years of related experience preferred.
• Progress toward investment‑related certifications (such as CFP, CFA, CIMA, or CAIA) preferred.

Responsibilities

• Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.
• Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions.
• Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities.
• Coordinate follow‑up actions across sales executives and internal partners; handle medium‑complexity inquiries from clients and prospects.
• Create presentation materials for advisor meetings, conferences, and internal discussions.
• Conduct competitive research on investment products, positioning, fees, and marketing strategies.
• Collaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth.
• Contribute to special projects and broader strategic initiatives as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level