Workplace Financial Consultant, Senior Specialist: Concierge

Vanguard; Malvern (Chester County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Vanguard is seeking a Situational Advisor on the Google Concierge Team to deliver one-on-one financial guidance and point-in-time planning. Based in Malvern, you will help participants make informed retirement and investment decisions, providing personalized advice within a team-driven model.

You will build trusted relationships, support plan sponsor objectives, and collaborate across teams to ensure an exceptional participant experience.

Qualifications

• CFP designation is required.
• FINRA Series 7 and 63 licenses required 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

Strong communication

Client relationship management

Consultative selling

Financial planning knowledge

Education

CFP designation

FINRA Series 7 & 63 licenses

Job description

Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance.

Help Google plan participants make confident financial decisions through personalized financial advice, retirement planning guidance, and an exceptional client experience.

As a Vanguard Situational Advisor (VSA) on the Google Concierge Team, you will help participants navigate important financial decisions through personalized, one-on-one guidance. Working within a team-based advice model, you will deliver point-in-time financial planning and investment recommendations while supporting a high-quality participant experience and broader plan sponsor relationship.

Advisors engage participants during key financial moments, helping them assess options, evaluate tradeoffs, and take meaningful steps toward their financial goals.

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.

Qualifications

Required

• CFP® designation required.
• FINRA Series 7 and Series 63 licenses required, 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.

Preferred

• Experience supporting participants within defined contribution retirement plans or workplace retirement programs.
• Experience delivering participant-facing financial planning or investment guidance.
• Experience building trusted relationships and helping individuals navigate complex financial decisions.

What Success Looks Like

Successful advisors deliver exceptional participant experiences, provide actionable financial guidance, and help participants take meaningful steps toward their goals. Success is driven by participant outcomes, advice quality, collaboration, and contribution to the overall participant and plan sponsor experience.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.