Workplace Financial Consultant, Senior Specialist

Vanguard•Malvern, PA

8d•Hybrid

About The Position

This is a highly visible, consultative sales role for a financial professional who builds relationships, identifies client needs, and helps investors make informed decisions. The Workplace Financial Consultant serves as a trusted resource for prospective and existing clients, using investment knowledge and sales expertise to connect individuals with Vanguard products and services. The role combines proactive outreach, relationship management, business development, and knowledge of financial markets. It focuses on helping clients pursue their long-term investment goals while supporting Vanguard's client-first mission. The consultant contributes to outreach-team strategy, provides feedback on campaigns and lead sources, and serves as a role model for new team members. Vanguard uses a hybrid working model for the majority of its crew members, balancing flexibility with in-person learning, collaboration, and connection. Vanguard is not offering visa sponsorship for this position.

Requirements

Undergraduate degree or an equivalent combination of training and experience, including sales experience.
At least three years of general experience and three years of industry or technology experience.
Series 7, Series 66, and SIE strongly preferred.

Nice To Haves

Financial services experience.
Cold-calling experience.
Defined Contribution or retirement-plan experience.

Responsibilities

Achieve sales results and sales activity goals set by the leadership team; identify opportunities and guide clients through the sales process toward growth goals and lasting advocacy for Vanguard.
Promote awareness of Vanguard investment products and services through targeted cold calls and other virtual communications.
Compete with outside providers and communicate the value of Vanguard services to prospective clients.
Execute sales and lead-generation outreach strategies, focusing on relationship growth, attracting high-value and high-net-worth clients, and generating advisor consultations among interested existing clients.
Contribute to outreach-team strategy and tactics; provide feedback to internal teams and stakeholders on campaign and lead-source effectiveness and on the client experience.
Develop expertise in capital markets, investment management, and marketplace developments, and use that expertise and product knowledge to advise clients and prospective clients.
Assess new opportunities and risks in a changing competitive and investment environment.
Assess client needs through targeted questions and recommend suitable products or services; ask for the client's business.
Serve as a role model for new team members.
Support broader corporate initiatives and participate in special projects and other assigned duties.