Financial Planning & Coaching Senior Specialist

Vanguard Group; Oakland (CA); Hybrid; USD 120,000 - 210,000; Full time

Job summary

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the Financial Planning & Coaching Team in Vanguard’s Financial Advisor Services, Advisor Solutions department. In this role, candidates will engage with a variety of FAS clients as a sought after and valued expert.

Responsibilities include serving as an ambassador, presenting and consulting with advisors, and at times, their end–clients.

Qualifications

• Minimum of eight years related work experience.
• Five years of experience in advice or client facing roles preferred.
• CFP strongly preferred or willingness to pursue.
• This job requires a Series 7 and 63 license.
• Travel to support in-person client events will be required, with approximately five business days per month in field.

Responsibilities

• Represent Vanguard in advisory consultations and events.
• Train FAS Sales on the Financial Planning & Coaching Offer and provide resources.
• Provide expert consultation in solution development and enhancement discussions.
• Contribute to authoring advisor and end-client content and presentations.
• Liaise with FAS Sales and advise partners across the enterprise.

Skills

Financial planning expertise

Client advisory experience

Communication skills

Ambiguity management

Education

Undergraduate degree

Job description

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in Vanguard’s Financial Advisor Services (FAS), Advisor Solutions department. In this role, candidates will fulfill FAS’s mission of being the “advisor to the advisor” and engage with a variety of FAS clients as a sought after and valued expert .

Responsibilities will include serving as an ambassador , presenting and/or consulting with advisors , and at times, their end – clients . In addition, FP&C Specialists s up port our FAS Sales crew in upskilling and positioning the offer to their clients. And finally, as a Senior Specialist, you’ll play a critical role in expanding and enhancing the growing portfolio of financial planning solutions we offer to advisors. Example s of topics currently included in our portfolio include : Health Care Cost Planning , Social Security Planning , Tax Planning, Legacy & Estate Planning, Retirement Income, and Behavioral Coaching.

Key responsibilities

• Ambassadorship – Serve as an ambassador on select financial planning solutions, representing VG in 1-many 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: Contribute to authoring new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
• Stakeholder Management – Serve as a 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 clients on these topics.
• Strong verbal and written communication skills and the ability to make complex topics understandable for audiences with varying degrees of acumen.
• Client-centric 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 problem- solve and present recommendations.
• Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS’s 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 in-person client events will be required , with approximately five business days per mont h “in field.”
• Base Pay Range (US) – 120,000 – 210,000

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don’t just have a mission-we’re 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.