Inbound Financial Consultant — Build Wealth & Trust

Vanguard Group; Neptune (WI); Hybrid; USD 74,000 - 84,000; Full time

Job summary

Vanguard is seeking an Inbound Sales Consultant to help individuals take control of their financial future. In this role you will build trust-based relationships with prospective and existing clients, explore opportunities to improve their financial future, and connect them with retirement planning, brokerage services, and investment guidance.

The position requires obtaining regulatory licenses (SIE, Series 7, Series 66) within specified timelines, and successful completion of licensing

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• At least 1 year of related work experience; sales experience preferred.
• Excellent verbal and written communication skills.
• Demonstrated ability to apply feedback and coaching to improve performance and achieve goals.
• Comfort engaging clients through phone, web, email, and digital communication channels.
• This position requires obtaining regulatory licenses and registrations, including the Securities Industry Essentials (SIE), Series 7, and Series 66, within department-established timeframes.
• The SIE examination must be completed at least 14 calendar days before the scheduled start date.

Responsibilities

• Build trust-based relationships with prospective and existing clients, helping them explore opportunities to improve their financial future through Vanguard's products and services.
• Discover and understand client goals and needs, then connect them with appropriate solutions, including retirement planning, brokerage services, and investment guidance.
• Deliver an exceptional client experience through consultative conversations focused on education, value, and long-term relationships.
• Collaborate with a high-performing team that is passionate about helping clients succeed.

Skills

Verbal communication

Written communication

Sales experience

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 future. In this role you will build trust-based relationships with prospective and existing clients, explore opportunities to improve their financial future, and connect them with retirement planning, brokerage services, and investment guidance.

The position requires obtaining regulatory licenses (SIE, Series 7, Series 66) within specified timelines, and successful completion of licensing