Internal Wholesaler

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: 07-11-2025

Vacancies: 1 Vacancy

Job Summary

Vanguard is seeking a motivated and dynamic Internal Wholesaler with:

Strong sales aptitudeand a natural ability to engage with financial advisors across various channels (phone web meetings email).
Aproactive growth-oriented mindsetsomeone eager to learn take initiative and contribute to a high-performing team.
Genuine curiosityabout people their advisory practices and how they make decisions.
Exceptional communication skills with the ability to build rapport and convey value clearly and confidently.
Ateam-first attitude with a proven ability to collaborate effectively with sales teams and leadership to move opportunities forward.
Entrepreneurial thinking with a knack for managing a territory like a business and nurturing top client relationships.
Sound judgmentand thoughtful decision-making especially in dynamic or ambiguous situations.
Accountability and follow-through with a track record of delivering results in a fast-paced environment.

Responsibilities

Coordinate follow-up from sales executives and other crew. Respond to medium-complexity inquiries from potential and current clients. Partner with the sales team to understand the service requirements of existing and new clients.
Coordinate activities between service providers to proactively improve the client experience. Develop presentation materials for clients advisors conferences and internal meetings. Respond to client or prospect inquiries in the sales executives absence.
Conduct market research on competitors including fund offerings product and service analysis fees and marketing approaches. Coordinate relationships between Sales Relationship Management Client Services Compliance Operations and other teams to ensure client needs are met and new business is supported.
Participate in special projects and perform other duties as assigned.

Qualifications

Minimum2 years of wholesaling experiencerequired.
Three years of related work experience preferred.
Undergraduate degree or equivalent combination of training and experience.
Progress toward CFP CFA or other investment-related certification preferred.
This role requires a regulatory license and/or registration (e.g. FINRA state SFC) determined by Compliance based on role-specific duties.

Training & Career Path

You will receivecomprehensive training on how to sell the Vanguard way. Upon successful completion of the program and demonstrated performance you will be eligible to join a territory as anInternal Sales Consultant.

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 long-term 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 in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Vanguard is seeking a motivated and dynamic Internal Wholesaler with:Strong sales aptitudeand a natural ability to engage with financial advisors across various channels (phone web meetings email).Aproactive growth-oriented mindsetsomeone eager to learn take initiative and contribute to a high-perfo...