Inbound Financial Advisor: Growth & Impact

Vanguard; Florida; Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid work model

Licensing bonus

Job summary

Vanguard is seeking an Inbound Sales Consultant to help individuals take control of their financial futures. You will be the first point of contact, building trust with prospective and existing clients while guiding them to Vanguard's retirement, brokerage, and investment guidance solutions.

The role offers licensing opportunities, a hybrid work model, and a pathway to grow within a collaborative, results-driven team, with a compensation package that includes base salary plus licensing bonuses

Qualifications

• Excellent verbal and written communication skills.
• Comfort engaging clients through phone, web, email, and digital channels.
• This role requires obtaining regulatory licenses (SIE, Series 7, Series 66) within set timeframes.

Responsibilities

• Build trust-based relationships with clients and explore opportunities across Vanguard products and services.
• Identify client goals and connect them with appropriate solutions including retirement planning and brokerage services.
• Deliver an exceptional client experience through consultative conversations focused on education, value, and long-term relationships.

Skills

Communication skills

Client engagement

Licensing readiness

Education

Undergraduate degree or equivalent

Job description

Vanguard is seeking an Inbound Sales Consultant to help individuals take control of their financial futures. You will be the first point of contact, building trust with prospective and existing clients while guiding them to Vanguard's retirement, brokerage, and investment guidance solutions.

The role offers licensing opportunities, a hybrid work model, and a pathway to grow within a collaborative, results-driven team, with a compensation package that includes base salary plus licensing bonuses