Senior Workplace Financial Consultant – Retirement Planner

Vanguard Group; Malvern (Chester County); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Vanguard Group in Malvern, PA, is seeking a Situational Advisor to partner with Google Concierge Team clients. You will deliver personalized, point-in-time financial planning and investment guidance through virtual consultations, and help participants make informed retirement decisions.

The role requires CFP designation, FINRA licenses or ability to obtain them, and at least three years of financial planning or client relationship experience.

Qualifications

• CFP designation required.
• FINRA Series 7 and Series 63 licenses or ability to obtain within established timelines after hire.
• Minimum three years of experience providing financial planning, retirement planning, investment guidance, or participant/client relationship management within the financial services industry.
• Excellent verbal and written communication skills, with the ability to simplify complex financial concepts and build trust through consultative conversations.
• Strong financial planning and investment knowledge with the ability to apply advice to individual participant situations.
• Demonstrated adaptability and ability to operate successfully in an evolving environment.

Responsibilities

• Deliver personalized, point-in-time financial planning and investment guidance through virtual consultations.
• Evaluate participants' goals, financial situations, and retirement needs to provide appropriate recommendations.
• Conduct discovery conversations and build trusted relationships that support positive participant outcomes.
• Serve as a resource on workplace retirement plans, investments, and financial planning topics.
• Collaborate across teams to support participant needs and plan sponsor objectives.
• Participate in business initiatives and special projects.

Skills

CFP

FINRA Series 7/63

Financial planning

Retirement planning

Client relationships

Verbal & written communication

Job description

Vanguard Group in Malvern, PA, is seeking a Situational Advisor to partner with Google Concierge Team clients. You will deliver personalized, point-in-time financial planning and investment guidance through virtual consultations, and help participants make informed retirement decisions.

The role requires CFP designation, FINRA licenses or ability to obtain them, and at least three years of financial planning or client relationship experience.