Financial Planning & Coaching Senior Specialist
| Company | Vanguard |
|---|---|
| Location | Oakland, CA, USA, Scottsdale, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Minimum of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- This job requires a Series 7 and 63 license.
- CFP strongly preferred or willingness to pursue.
Responsibilities
- Serve as an ambassador on select financial planning solutions, representing VG in 1-many events and 1:1 advisor consultations.
- Serve as a ‘go to’ expert for FAS Sales on the Financial Planning & Coaching Offer.
- Provide expert consultation in solution development and enhancement discussions.
- Author new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
- Serve as the team’s primary liaison to FAS Sales and advice partners throughout the enterprise.
Preferred Qualifications
- Deep expertise in financial planning topics and a passion for educating advisors on these topics.
- Strong verbal and written communication skills and the ability to make complex topics understandable for audiences with varying degrees of acumen.
- Client-centric mindset to provide unique solutions to Sales and advisor inquiries.
- Relationship management skills to build effective partnerships across FAS and the enterprise to drive business results.
- Comfort in operating independently and managing ambiguity, to problem-solve and present recommendations.
- Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS’s divisional goals.