AWM Financial Planning Strategist, Senior Specialist

Charlotte, VT - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Responsibilities

Serve as an internal authority on various financial planning topics and strategies.
Partner with team leaders to define a strategic roadmap for financial planning content and capabilities.
Develop concise high-impact thought leadership contentincluding research briefs presentations and planning insightsfor advisors clients and internal stakeholders.
Collaborate with Vanguards Investment Strategy Group and other internal stakeholders to shape the firms perspective on key financial planning topics and integrate insights into our advice framework.
Design and deliver targeted training programs with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies.
Represent the department in internal and external forums client webinars and speaking engagements; provide case consultation on complex client financial planning scenarios.
Provide case consultations to internal advisors and team members on complex financial planning scenarios.
Coach and develop investment analysts on the team elevating standards for analytical depth writing quality and executive communication.
Lead or support special projects aligned with the teams strategic goals.

Qualifications

Eight years of experience in the Financial Services industry or client services preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFP or progress towards required; additional designation in financial planning preferred.
This job requires a regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliance based on role-specific duties.

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.

Required Experience:

Senior IC

ResponsibilitiesServe as an internal authority on various financial planning topics and strategies.Partner with team leaders to define a strategic roadmap for financial planning content and capabilities.Develop concise high-impact thought leadership contentincluding research briefs presentations and...