Financial Planning Coaching Senior Specialist
Financial Planning Coaching Senior Specialist
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1 Vacancy
Job Description
The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in FASs Advisor Solutions department. In this role candidates will fulfill FASs mission of being the advisor to the advisor by educating our FAS clients on select financial planning topics. Responsibilities will include serving as an ambassador and presenting to groups of advisors writing new content for advisors to share with endclients supporting our FAS Sales crew and utilizing expertise to expand and enhance the financial planning solutions we offer to advisors. Examples of topics currently included in our portfolio are: Health Care Social Security Retirement Income Legacy & Estate Planning Tax Planning and Behavioral Coaching.
Key responsibilities:
- Ambassadorship Serve as an ambassador on select financial planning solutions representing VG in 1many events and 1:1 advisor consultations.
- Sales Enablement Serve as a go to expert for FAS Sales on the Financial Planning & Coaching Offer. Also responsible for training FAS Sales on these topics and providing resources to aid Sales in distribution efforts.
- Offer Evolution Provide expert consultation in solution development and enhancement discussions.
- Content origination Author new advisor and endclient content and presentations to support offer distribution via both Sales and Marketing.
- Stakeholder Management Serve as the teams primary liaison to FAS Sales and advice partners throughout the enterprise.
Key attributes for success:
- 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.
- Clientcentric 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 problemsolve and present recommendations.
- Strong business and organizational acumen to optimize how we serve our clients and contribute to FASs divisional goals.
What it takes:
- Minimum of eight years related work experience. Five years of experience in advice or client facing roles preferred.
- Undergraduate degree or equivalent combination of training and experience.
- CFP strongly preferred or willingness to pursue.
- This job requires a Series 7 and 63 license.
- Travel to support inperson client events will be required approximately five business days per month.
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.
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:
Senior IC
Employment Type
Full-Time
