Internal Client Consultant (Internal Wholesaler)

Our Group(20 days ago)

HybridFull TimeMedior$65,211 - $87,958 (estimated)Sales

About this role

An Internal Wholesaler (Internal Sales Consultant) at Vanguard helps financial advisors understand Vanguard’s investment solutions to support clients’ long‑term financial goals and drive territory growth. The role partners closely with an External Sales Executive and supports Vanguard’s mission of client‑first investing through clarity and partnership.

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Required Skills

Wholesaling
Consultative Sales
Relationship Building
Presentation Materials
Competitive Research
Compliance Collaboration
Prospecting
Territory Management
Communication

Qualifications

Undergraduate Degree
CFP (Preferred)
CFA (Preferred)
CIMA (Preferred)
CAIA (Preferred)
FINRA License/Registration (May Be Required)

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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