Senior Internal Wholesaler — Hybrid, Advisor-Focused

Vanguard; Scottsdale (AZ); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Vanguard is seeking a Senior Internal Sales Consultant to help financial advisors understand Vanguard investment solutions and grow a defined territory. You will collaborate with an External Sales Executive to deepen advisor relationships and drive new business while supporting client needs with a team approach.

The role emphasizes consultative selling, strong communication, and compliance readiness, with a hybrid work model that balances remote and in-person collaboration in the Scottsdale area.

Qualifications

• Five years related work experience.
• Minimum 3 years of wholesaling experience.
• Undergraduate degree or equivalent combination of training and experience.
• Progress toward investment-related certifications (CFP, CFA, CIMA, or CAIA) preferred.
• Strong interest in financial services and consultative sales.
• Excellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions.
• Ability to work both independently and collaboratively within a team environment.
• This job requires a regulatory license and/or registration (FINRA, state, etc.). These will be determined by Compliance based on role-specific duties.

Responsibilities

• Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.
• Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions.
• Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities.
• Coordinate follow-up actions across sales executives and internal partners; handle medium-complexity inquiries from clients and prospects.
• Create presentation materials for advisor meetings, conferences, and internal discussions.
• Conduct competitive research on investment products, positioning, fees, and marketing strategies.
• Collaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth.
• Contribute to special projects and broader strategic initiatives as assigned.

Skills

Wholesaling experience

Consultative selling

Communication skills

Team collaboration

Education

Bachelor's degree

Job description

Vanguard is seeking a Senior Internal Sales Consultant to help financial advisors understand Vanguard investment solutions and grow a defined territory. You will collaborate with an External Sales Executive to deepen advisor relationships and drive new business while supporting client needs with a team approach.

The role emphasizes consultative selling, strong communication, and compliance readiness, with a hybrid work model that balances remote and in-person collaboration in the Scottsdale area.