Financial Consultant (Sales)

Our Group(1 month ago)

HybridFull TimeMedior$79,856 - $106,548 (estimated)Wealth Management

About this role

A Financial Consultant responsible for managing a sales book of High Net Worth self-directed clients and growing client relationships to capture additional assets and sales opportunities. The role focuses on implementing targeted outreach strategies and collaborating with cross-site peers and internal partners to drive individual and team results. The position supports Vanguard’s mission of long-term client financial wellbeing within a hybrid working model.

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Required Skills

Client Relationships
Consultative Sales
Prospecting
Cold Calling
Communication
Problem Solving
Time Management
MS Office
Product Knowledge
Coaching

+2 more

Qualifications

Undergraduate Degree
Series 7
Series 66

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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