Workplace Retirement Guidance Advisor

Vanguard; Malvern (Chester County); Hybrid; USD 55,000 - 85,000; Full time

Job summary

At Vanguard, you'll help retirement plan participants transform important financial moments into meaningful progress toward their long-term goals.

As an Workplace Premier Inbound Consultant, you'll support retirement plan participants during some of the most important moments in their financial journey. A hybrid work model from Malvern, PA enables personalized service and flexible collaboration while helping clients invest with confidence.

Responsibilities

• Create exceptional participant experiences by delivering personalized service and guidance during important life and plan-related events.
• Build trust and deepen relationships by understanding participants' financial goals, retirement readiness, and broader investing needs.
• Recommend Vanguard products, services, and solutions that align with each participant's unique circumstances and long-term objectives.
• Drive positive participant outcomes by helping individuals take action and make informed decisions that strengthen their financial future.
• Collaborate with a team of high-performing sales professionals who are passionate about helping participants achieve investment success.

Job description

At Vanguard, you'll help retirement plan participants transform important financial moments into meaningful progress toward their long-term goals.

As an Workplace Premier Inbound Consultant, you'll support retirement plan participants during some of the most important moments in their financial journey. A hybrid work model from Malvern, PA enables personalized service and flexible collaboration while helping clients invest with confidence.