Base: $54,000 – 65,000; bonus/equity: up to $12,50...
On-site
Brokerage and investment topics
Advanced brokerage needs
Client-first mentality
Vanguard UK is seeking a Senior Associate for their Client Representative position in Malvern, PA. The ideal candidate will have a client-first mentality, at least two years of relevant experience, and expertise in brokerage services, while being part of a supportive and mission-driven culture
Job Summary
Serve as a trusted resource for clients navigating advanced brokerage needs.
Provide expert-level support and education on margin trading, corporate actions, options trading, and fixed income products.
Receive fully paid training, coaching, and continuous support to pass FINRA Series 7 & 63 licenses.
Matching Summary
Match Score: 85
Vanguard UK is seeking a Senior Associate for their Client Representative position in Malvern, PA. The ideal candidate will have a client-first mentality, at least two years of relevant experience, and expertise in brokerage services, while being part of a supportive and mission-driven culture.
Salary
Base: $54,000 – 65,000; Bonus/Equity: up to $12,500 one-time bonus and eligible partnership and promotional bonuses; Benefits: Not specified
Skills & Requirements
Must-have
Brokerage and investment topics
Advanced brokerage needs
Client-first mentality
Financial concepts explanation
Nice-to-have
Thrive in fast-paced environment
Passion for serving others
Grow financial expertise
Cross-functional team collaboration
Key Requirements
Minimum of two years related work experience
Familiarity with brokerage products
Customer-facing and/or inbound phone experience
Undergraduate degree or equivalent combination of experience
SIE license required prior to starting
Active FINRA Series 7 and 63 licenses or ability to obtain