At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." As an Advice & Wealth Management Extended Hours Client Representative, you will efficiently serve our clients through phone and chat channels during non-traditional business hours. Your support will take the complexity off their plate and instill trust as they navigate their investing journey.
Base salary range for this role is $64,000 $70,000 based on licenses held and relevant experience (plus opportunities for annual partnership bonus after your first year and merit increases). You may be eligible for overtime and a shift differential depending on shift schedule. There is a one-time bonus upon obtaining the required licensing. If you are bringing your active SIE, Series 7 & Series 63 licenses into the role, you will receive a $20,000 licensing bonus.
Training hours are 8:30am 5:00pm local. After training, you must be able to work at least 37.5 hours per week within shifts that primarily cover overnight and/or weekend hours. Some holiday coverage will also be required.
This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all your work duties from your approved home address/state.
Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management clients during non-traditional business hours, which may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions.
Foster trust and reliability through consistent, high-quality service. Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.
Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products.
Participate in special projects and perform other duties as assigned.
The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date.
Ability to successfully pass the Series 7 and Series 63 (or equivalent licenses) within the time frame described in Vanguard's FINRA Licensing Policy by utilizing resources and support provided by Vanguard.
Undergraduate degree or equivalent experience required.
Commitment to delivering exceptional client service and excellent communications skills (both written and verbal).
Interest in financial planning, investment advice, and wealth management (preferred but not required).
Learning agility to navigate continuously evolving desktop applications and technology-based advice offers.
Choosing the next step in your career path can be a difficult decision we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with crew in mind. We will provide you with:
Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients.
Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.
Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next.
You should be aware this will designate you as an Advisor Access Person and carries with it certain responsibilities and restrictions. Reference the Code of Ethics Policy for further details.
Vanguard is not offering visa sponsorship for this position.
At Vanguard, we don't just have a missionwe'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.
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.
VanguardA national pet care company is seeking a Dog Trainer in Santa Monica, California. This role involves providing expert training services to pets and their owners, while ensuring a positive guest experience. The ideal candidate will manage training records, engage customers...
Bach To Rock (B2R) Americas Music School for students of all ages is currently seeking a DJ Instructor as a part-time employee providing music and performance lessons to students.Music Instructors at Bach to Rock use B2R curriculum to provide students of all ages...
...rapidly, driven by innovation, reliability, and customer success. We are seeking a results-driven, highly motivated Business Development Manager to join our sales team in Houston. What you will do: Sales and Business Development Develop NEW and...
...Company in ongoing expansion, is currently recruiting for a renowned Cruise Company with the following profile: Position Title: Waiter POSITION SUMMARY Provide service to guests in all Restaurant Operations areas by performing the following essential duties and...
...This is a 2nd shift position working Monday to Thursday from 3:30pm to 2:00am. The hourly rate of pay is $20.98. The Tile Carrier operates and ensures a mounting line is supplied with tile. Major Functions and Scope: Feeds finished tile onto conveyers to...