Virtual Retirement Education Specialist

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: 11 days ago

Vacancies: 1 Vacancy

Job Summary

Responsibilities:

Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants.
Delivers professional consultations focused on participants needs and increasing Vanguard assets through interactions with plan sponsors and participants.
Maximizes ongoing relationships by assessing clients needs through strategic planning and consultation with relationship managers and plan sponsors.
Appropriately positions Vanguard services in participant interactions using an enhanced guidance approach and Vanguard investment methodologies. Exhibits broad knowledge of Vanguards Retail solutions when addressing client needs.
Leverages participant feedback to make recommendations for future meeting content or to identify broader service and educational opportunities.
Identifies opportunities to improve existing client service models to strengthen and maintain client relationships.
Develops and maintains knowledge of Vanguard funds products and services.
Understands the overall Financial Services industry and related legal tax and regulatory issues to guide clients.
Analyzes department and industry changes and their impact on client service operations.
Participates in special projects and performs other duties as assigned.

Qualifications:

Bachelors degree or equivalent combination of education and relevant experience.
Minimum of two years of experience in financial services retirement planning or client-facing participant education role.
Strong presentation and consultation skills with the ability to deliver engaging virtual retirement education and provide needsbased guidance.
Working knowledge of retail investment products and retirement plan services with the ability to quickly learn new products services and regulations.
Demonstrated ability to build credibility through institutional knowledge effective communication and collaboration with internal partners and plan sponsors.
This job requires regulatory licenses and/or registration (e.g. FINRA). Licenses needed: Series 7 or 6 (7 preferred) and Series 63.
Ability to travel up to 20% as business needs require.
Bilingual in Spanish 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 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:

Responsibilities:Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants.Delivers professional consultations focused on participants needs and increasing Vanguard assets through interactions with plan sponsors and participants.Maximizes on...