Strategic Financial Solutions Consultant

Vanguard; Dallas (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Performance bonus

Partnership Plan

Merit-based increases

Job summary

Vanguard is seeking Financial Sales Consultants to build meaningful client relationships, help clients navigate financial decisions, and connect them with Vanguard products and advice resources. This is a high-touch, consultative sales role with an assigned book of business and a base salary plus incentive compensation.

They do not provide personalized financial advice but act as trusted contacts, conducting discovery conversations, delivering education, and connecting clients with Vanguard

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of relevant experience, preferably in financial services, sales, relationship management, wealth management, banking, or consulting.
• Experience managing a book of business and working in a highly regulated environment, supporting retention and identifying growth opportunities is preferred.
• Demonstrated success managing client relationships, client portfolios, or a sales pipeline.
• Strong consultative sales, discovery, communication, relationship management, organization, and time management skills, with CRM systems and Microsoft Office tools.

Responsibilities

• Conduct discovery conversations to understand clients’ goals, priorities, life events, outside assets, and unmet needs.
• Manage a book of business through proactive outreach, responsive support, timely follow up, and thoughtful prioritization.
• Educate clients about Vanguard solutions and connect them with specialists or advice professionals when appropriate.
• Use consultative sales skills to deepen relationships, support retention and growth, and guide next steps.
• Coordinate referrals and collaborate across Vanguard to deliver a positive client experience.

Skills

Consultative sales

Discovery conversations

Relationship management

CRM systems

Microsoft Office

Communication

Time management

Industry knowledge

Education

Bachelor’s degree or equivalent

Tools

CRM software

MS Office

Job description

Vanguard is seeking Financial Sales Consultants to build meaningful client relationships, help clients navigate financial decisions, and connect them with Vanguard products and advice resources. This is a high-touch, consultative sales role with an assigned book of business and a base salary plus incentive compensation.

They do not provide personalized financial advice but act as trusted contacts, conducting discovery conversations, delivering education, and connecting clients with Vanguard