Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants
Job Summary
Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants.
Maximizes ongoing relationships by assessing client's needs through strategic planning and consultation with relationship managers and plan sponsors.
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.
Matching Summary
Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants.
Skills & Requirements
Must-have
Present investment and retirement meetings
Deliver professional consultations
Assess client needs
Position Vanguard services
Knowledge of Vanguard funds
Financial Services industry knowledge
Nice-to-have
Enhance client service models
Bilingual in Spanish preferred
Collaborate with internal partners
Key Requirements
Bachelor’s degree or equivalent experience
Minimum two years financial services experience
Strong presentation and consultation skills
Working knowledge of investment products
Series 7 or 6 (7 preferred) and Series 63 licenses