Workplace Financial Consultant
Our Group(1 month ago)
About this role
A Workplace Financial Consultant at Vanguard promotes retirement plan products and services by engaging and educating plan participants. The role is focused on driving business growth and delivering client value through targeted outreach and collaboration with internal sales teams while applying retirement plan knowledge and regulatory credentials to support participant outcomes.
Required Skills
- Sales
- Client Outreach
- Relationship Management
- Retirement Plans
- Consultative Selling
- Communication
- Problem Solving
- Time Management
- Microsoft Office
- Teamwork
Qualifications
- Undergraduate Degree
- Series 7
- Series 66
- Series 63
- Series 65
About Our Group
vanguardjobs.comNew 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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