High Net Worth Client Relationship Specialist

Vanguard Group; Scottsdale (AZ); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Licensing bonus

Hybrid work model

Job summary

Vanguard Group is hiring a High Net Worth Client Case Representative to support Personal Investor clients. The role requires FINRA Series 7 and Series 63 licenses, and 1+ year in financial services, with an undergraduate degree or equivalent.

You’ll guide clients through life events, build trusted relationships, and simplify complex financial processes. The position follows a hybrid model (in office Tue–Thu) with a base salary of $65,000–$80,000 plus a $20,000 licensing bonus for active

Qualifications

• Active FINRA Series 7 and Series 63 licenses at time of hire.
• 1+ years of experience in financial services.
• Undergraduate degree or equivalent combination of training and experience required.
• Client service and relationship management skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Serve as the primary point of contact for clients navigating account onboarding, ownership changes, and other complex situations requiring dedicated support.
• Build and maintain strong, meaningful relationships with clients.
• Provide expert support during critical moments in clients' financial journeys.
• Simplify complex processes and ensure a seamless client experience.
• Foster trust and reliability through consistent, high-quality service.
• Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.

Skills

FINRA Series 7

FINRA Series 63

Client service

Relationship management

Education

Undergraduate degree

Job description

Vanguard Group is hiring a High Net Worth Client Case Representative to support Personal Investor clients. The role requires FINRA Series 7 and Series 63 licenses, and 1+ year in financial services, with an undergraduate degree or equivalent.

You’ll guide clients through life events, build trusted relationships, and simplify complex financial processes. The position follows a hybrid model (in office Tue–Thu) with a base salary of $65,000–$80,000 plus a $20,000 licensing bonus for active