Financial Advisor, Specialist

Vanguard is seeking a Financial Advisor, Specialist to join their Concierge team. This role involves building and maintaining relationships with participants by providing personalized financial advice, portfolio management guidance, and an exceptional client experience. You will engage in virtual one-on-one sessions to guide participants through critical financial moments and identify opportunities to enhance their financial well-being.

• Provide personalized financial advice and portfolio management guidance
• Build deep, meaningful connections with influential participants
• Develop and deliver investment and financial planning strategies
• Conduct needs discovery to deepen relationships
• Serve as a subject matter expert on financial planning and investment strategies
• Maintain required licenses and designations

• No visa sponsorship is available.