Remote Financial Sales Consultant | Miami Area

Archer; Miami (FL); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Performance bonus

Partnership Plan

Merit-based raises

Job summary

Archer, in collaboration with Vanguard, seeks a Financial Sales Consultant for a remote Miami, FL role. Build client relationships, discuss financial goals, and connect clients with Vanguard resources. Base salary plus incentive compensation emphasizes strong client experience and business results.

The role is remote within Florida, requires active SIE and Series 7 licensing at hire and Series 63/65 or 66 post-hire, with a preference for the Miami area. Compliance and travel considerations apply.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of relevant experience in financial services, sales, or wealth management.
• Experience managing a book of business and using CRM systems and Microsoft Office tools.

Responsibilities

• Conduct discovery conversations to understand clients' goals and needs.
• Manage a book of business with proactive outreach and timely follow up.
• Educate clients about Vanguard solutions and connect them with specialists when appropriate.
• Use consultative sales skills to deepen relationships and guide next steps.
• Coordinate referrals and collaborate across Vanguard to deliver a positive client experience.

Skills

Consultative selling

CRM systems

MS Office

Investment products knowledge

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Archer, in collaboration with Vanguard, seeks a Financial Sales Consultant for a remote Miami, FL role. Build client relationships, discuss financial goals, and connect clients with Vanguard resources. Base salary plus incentive compensation emphasizes strong client experience and business results.

The role is remote within Florida, requires active SIE and Series 7 licensing at hire and Series 63/65 or 66 post-hire, with a preference for the Miami area. Compliance and travel considerations apply.