Inbound Financial Solutions Consultant (Hybrid)

Vanguard; Scottsdale (AZ); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard seeks an Inbound Sales Consultant to be the first contact for investors, guiding them through retirement planning, brokerage services, and investment guidance while building trust and long-term relationships.

This hybrid role includes licensing training, coaching, and a clear path for career growth, with compensation comprising base salary and licensing bonus, contingent on licensing and performance.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of one 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 Securities Industry Essentials (SIE) examination is a mandatory requirement and must be successfully completed at least 14 calendar days before your 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

Communication skills

Sales experience

Regulatory licenses

Multichannel communication

FINRA licenses

Education

Undergraduate degree or equivalent

Job description

Vanguard seeks an Inbound Sales Consultant to be the first contact for investors, guiding them through retirement planning, brokerage services, and investment guidance while building trust and long-term relationships.

This hybrid role includes licensing training, coaching, and a clear path for career growth, with compensation comprising base salary and licensing bonus, contingent on licensing and performance.