Financial Consultant (Sales)

Financial Consultant will manage a sales Book of Business of High Net Worth clients, drive business growth, and add client value by implementing effective client outreach and book of business strategies.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of three years related work experience.
• Three years experience as phone rep at Vanguard preferred.
• Series 7 and 66 (or ability to obtain within department guidelines).
• Exceptional client relationship management experience and sales consultative skills
• Excellent oral and written communication skills.
• Excellent problem solving skills.
• Strong time management skills.
• Knowledge of MS Office products.
• Broad knowledge of Vanguard funds, products and services and markets preferred.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship