Advice Client Service Representative
Vanguard
About this role
An Advice Support Representative at Vanguard works within the firm’s advice organization to support Vanguard’s mission of serving investors and promoting long-term financial wellbeing. This entry-level role is a launching point for a career in financial advice, offering structured training and development. The position includes sponsored licensing support and exposure to Vanguard’s investment and advice methodology.
Skills
Qualifications
About Vanguard
vanguardjobs.comVanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
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About Vanguard
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Vanguard.
Salary
$67k – $90k
per year
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