Financial Analyst Jobs

About The Position

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Three to five years financial services experience with at least two years of successful institutional sales experience preferred.
• Up to 25% travel is required.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• Series 7 and Series 63 required.

Nice To Haves

• Master’s degree and/or Chartered Financial Analyst (CFA) preferred.

Responsibilities

• Achieves established sales and retention goals through strategic selling activities.
• Provides leadership and guidance to other sales executives, extended sales team members, and support staff to achieve the highest levels of performance in new business development.
• Develop a strategic sales plan to efficiently identify new, quality business relationships and leverage Vanguard capabilities for maximum success.
• Partners with advisor organizations to raise awareness and drive acceptance of Vanguard solutions that will help them achieve their goals.
• Effectively represents Vanguard's investments and services to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media.
• Leverages vendor partnership to deliver 401k plan solutions to prospective clients.
• Develops strong relationships with senior and executive management of prospect and client organizations.
• Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions.
• Raises awareness of Vanguard's investments and services through targeted prospecting activities.
• Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
• Participates in special projects and performs other duties as assigned.