The Vanguard Group, Inc.
The Vanguard Situational Advisor (VSA) on the Concierge team provides personalized financial advice and portfolio guidance to participants through virtual one‑on‑one sessions. The role focuses on building deep client relationships, uncovering opportunities to improve financial well‑being, and delivering tailored investment and planning strategies while maintaining compliance and professional development.
Headquarters
Valley Forge, Pennsylvania, United States
Company Size
10001+ employees
Founded
1975
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for The Vanguard Group, Inc..
The Vanguard Group, Inc. didn’t post a salary, so this is our estimate from similar listings.
11% below the average for this role
Vanguard (NYSE: CME) reports 36.25M shares, cites 01/12/2026 realignment
1 week ago