Financial Consultant
Financial Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) selfdirected clients who have sales opportunity and/or external share of wallet propensity. You will drive business growth and add client value by implementing an effective client outreach and book of business strategy. By using your advanced sales skills you will conduct high touch targeted prospecting activities including cold calling and virtual communications. This role collaborates with peers crosssite to help drive individual and team results experiment with new techniques and participate in regular group coaching and skill building sessions.
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 Vanguards 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 HNW selfdirected clients and referrals through proactive client outreach strategies.
- Builds grows and maintains client relationships by developing a thorough understanding of Vanguards valueadded offerings and successfully position these services to clients.
- 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 books of business to deliver timely relevant and personalized value add.
- Works well in a team environment with Financial Advisors Relationship Managers and other team members including those in shared services functions in the U.S. and other international locations
- Assesses the needs of each client by asking targeted high impact questions and positions the appropriate product and/or service that meet those needs. Asks for the clients business.
- Proactively supports broader corporate initiatives and participates in programs as appropriate.
- Participates in special projects and other duties as assigned.
Qualifications:
- Five years related work experience in sales and financial services required. Relationship or account management experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- This job requires a FINRA series 7 & 66 regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliance based on rolespecific duties.
- Prior sales experience with outbound cold calling & interacting with HNW retail clients preferred.
- Prior experience in book of business and sales pipeline management.
- Knowledge of financial services investment products/principles and concepts as well as mutual funds ETFs and an understanding of capital markets.
- Working knowledge of all Microsoft Office software with a proficiency level in MS Excel preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the longterm financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
Our commitment to diversity equity and inclusion
Vanguards commitment to diversity equity and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive equitable and diverseone that enables our employees whom we call crew to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization and everyone shares accountability for our progressfrom our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together were on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of carefor our clients our communities and each other.
Vanguards DEI journey has no finish line. Our commitment is enduring and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI download our Diversity Equity and Inclusion Report.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Contract
Employment Type
Full-Time
