Senior Inbound Retirement Plan Advisor (Hybrid)

Vanguard; Malvern (Chester County); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Vanguard seeks an Workplace Premier Inbound Consultant to support retirement plan participants through pivotal financial moments. You’ll deliver personalized service, understand individual goals, and guide participants toward Vanguard products and solutions that fit their needs.

In this hybrid role based in Malvern, PA, you’ll collaborate with high-performing sales professionals to improve participant outcomes and financial wellbeing over the long term.

Responsibilities

• Create exceptional participant experiences by delivering personalized service during life events and plan-related events.
• Build trust by understanding participants' financial goals and retirement readiness.
• Recommend Vanguard products and solutions aligned with participants' long-term objectives.
• Drive outcomes by helping individuals take action and make informed investment decisions.

Job description

Vanguard seeks an Workplace Premier Inbound Consultant to support retirement plan participants through pivotal financial moments. You’ll deliver personalized service, understand individual goals, and guide participants toward Vanguard products and solutions that fit their needs.

In this hybrid role based in Malvern, PA, you’ll collaborate with high-performing sales professionals to improve participant outcomes and financial wellbeing over the long term.