Workplace Financial Consultant, Senior Specialist: Concierge

Vanguard; Scottsdale (AZ); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard is seeking a Situational Advisor on the Google Concierge Team to provide personalized, one-on-one financial planning and retirement guidance through virtual consultations. You will help participants navigate important financial decisions with tailored recommendations and a high-quality client experience.

The role requires evaluating goals, financial situations, and retirement needs, building trusted relationships, and collaborating across teams to support participant and plan sponsor

Qualifications

• CFP designation is required and FINRA licenses must be held or obtained within timelines.
• Minimum three years of financial planning/retirement guidance experience in financial services.
• Excellent verbal and written communication, with ability to simplify complex concepts.

Responsibilities

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

Skills

Communication skills

Education

CFP designation

Tools

FINRA Series 7/63

Job description

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.