Vanguard · 3 days ago
Workplace Financial Consultant
Scottsdale, AZ
Full-time
Hybrid
Mid Level
3+ years expVanguard is seeking a Workplace Financial Consultant to promote its products and services by engaging and educating retirement plan participants. The role focuses on driving business growth, managing client relationships, and applying retirement plan knowledge to meet client needs effectively.
FinanceFinancial Services
No H1B
Responsibilities
Achieves sales and sales activity goals as set by leadership team. Identifies opportunities and moves clients through the sales funnel process
Drives results and raises awareness of Vanguard’s investment products and services by delivering key messages through virtual meetings, phone calls, targeted mailings and emails
Successfully manage and grow book of business consisting of participants through proactive client outreach strategies
Builds, grows, and maintains participant relationships by developing a thorough understanding of Vanguard's value-added offerings and successfully position these services to participants
Develops a thorough understanding of the sales process and utilizes it to assist in moving clients and opportunities to the next stage
Develops strategic mindset when prioritizing and tiering clients. Be able to segment a book of business to deliver timely, relevant and personalized value
Works well in a team environment with Financial Advisors, Relationship Managers, Participant Services and other team members
Assesses the needs of each participant by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs
Leverages Workplace acumen to build trust with participants (e.g. plan rules, company stock, non-qualified plans (NQPs))
Proactively supports broader corporate initiatives and participates in programs as appropriate
Participates in special projects and other duties as assigned
Qualification
Required
Undergraduate degree or equivalent combination of training and experience
Minimum of three years related work experience
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC): Series 7 and Series 66 (or combination of Series 63 and 65)
Minimum of one year of Defined Contribution plan knowledge
Exceptional client relationship management experience and sales consultative skills
Excellent oral and written communication skills
Excellent problem-solving skills
Entrepreneurial and iterative mindset - comfortable with ambiguity and change
Tenacity to work in an outbound sales environment
Strong time management skills
Knowledge of MS Office products
Preferred
Three years of experience in the financial services industry preferred
Broad knowledge of Vanguard funds, products and services and markets preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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