Financial Planning
4 weeks ago
Financial Planning & Coaching Specialist
The Financial Planning & Coaching Specialist role is an exciting opportunity to join the Financial Planning & Coaching (FP&C) Team within Vanguard's Financial Advisor Services (FAS) Advisor Solutions department. In this role, candidates will fulfill FAS's mission of being the “advisor to the advisor” by educating our clients on select financial planning topics. Responsibilities will include serving as an ambassador and presenting to groups of advisors, writing new content for advisors to share with end-clients, supporting our FAS Sales crew, and utilizing expertise to expand and enhance the financial planning solutions we offer to advisors. Examples of topics currently included in our portfolio are: Health Care, Social Security, Retirement Income, Legacy & Estate Planning, Tax Planning, and Behavioral Coaching.
Key responsibilities:
- Ambassadorship - Serve as an ambassador on select financial planning solutions, representing VG in 1-many events and 1:1 advisor consultations.
- Content origination - Author new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
- Sales Enablement – Serve as a “go to” expert for FAS Sales on the Financial Planning & Coaching Offer. Also responsible for training FAS Sales on these topics and providing resources to aid Sales in distribution efforts.
- Offer Evolution - Provide expert consultation in solution development and enhancement discussions.
- Stakeholder Management – Serve as the team’s primary liaison to FAS Sales and advice partners throughout the enterprise.
Key attributes for success:
- Deep expertise in financial planning topics and a passion for educating advisors on these topics.
- Strong verbal and written communication skills and the ability to make complex topics understandable for audiences with varying degrees of acumen.
- Client-centric mindset to provide unique solutions to Sales and advisor inquiries.
- Relationship management skills to build effective partnerships across FAS and the enterprise to drive business results.
- Comfort in operating independently and managing ambiguity, to problem-solve and present recommendations.
- Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS’s divisional goals.
What it takes:
- Minimum of eight years related work experience. Five years of experience in advice or client facing roles preferred.
- Undergraduate degree or equivalent combination of training and experience.
- CFP strongly preferred or willingness to pursue.
- This job requires a Series 7 and 63 license.
- Travel to support in-person client events will be required approximately five business days per month.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
Our commitment to diversity, equity, and inclusion
Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.
Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
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