Vanguard · 12 hours ago
Internal Client Consultant (Internal Wholesaler)
Malvern, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expVanguard is dedicated to the long-term financial wellbeing of its clients, and they are seeking an Internal Wholesaler to support financial advisors in achieving their clients’ goals. The role involves partnering with an External Sales Executive to deepen advisor relationships, drive new business, and provide tailored investment solutions.
FinanceFinancial Services
No H1B
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
Qualification
Required
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
Preferred
3+ years of related experience preferred
Progress toward investment‑related certifications (such as CFP, CFA, CIMA, or CAIA) 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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