Impactful Financial Solutions Consultant

The Vanguard Group; Dallas (TX); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

Performance bonus

Partnership Plan

Merit-based salary increases

Job summary

Vanguard is seeking Financial Sales Consultants to build meaningful client relationships, navigate key financial decisions, and connect clients with Vanguard resources and advice professionals. This high-touch role centers on discovery conversations, proactive outreach, and delivering an exceptional client experience while supporting growth and retention.

Role involves education of Vanguard solutions, referrals to specialists, and collaboration across teams.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of relevant experience, preferably in financial services, sales, relationship management, wealth management, banking, or consulting.
• Experience managing a book of business, working in a highly regulated environment, supporting retention, and identifying growth opportunities is also preferred.
• Demonstrated success managing client relationships, client portfolios, or a sales pipeline.
• Strong consultative sales, discovery, communication, relationship management, organization, and time management skills, with experience using CRM systems and Microsoft Office tools.
• Knowledge of investment products, wealth management, retirement solutions, and financial services is preferred.

Responsibilities

• Conduct discovery conversations to understand clients’ goals, priorities, life events, outside assets, and unmet needs.
• Manage a book of business through proactive outreach, responsive support, timely follow up, and thoughtful prioritization.
• Educate clients about Vanguard solutions and connect them with specialists or advice professionals when appropriate.
• Use consultative sales skills to deepen relationships, support retention and growth, and guide next steps.
• Coordinate referrals and collaborate across Vanguard to deliver a positive client experience.

Skills

Consultative sales

CRM systems

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Vanguard is seeking Financial Sales Consultants to build meaningful client relationships, navigate key financial decisions, and connect clients with Vanguard resources and advice professionals. This high-touch role centers on discovery conversations, proactive outreach, and delivering an exceptional client experience while supporting growth and retention.

Role involves education of Vanguard solutions, referrals to specialists, and collaboration across teams.