Vanguard

Workplace Financial Consultant

Vanguard

2 months ago
Charlotte, NC
Hybrid
Full Time
Medior
0 applicants
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Vanguard
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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.

Skills

Qualifications

Undergraduate DegreeSeries 7Series 66Series 63Series 65
Vanguard

About Vanguard

vanguardjobs.com

Vanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.

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

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