Client Advocacy Specialist

3 weeks ago


Scottsdale, Arizona, United States Vanguard Full time

The Bilingual Financial Advisor Role at Vanguard is an exciting opportunity to support external employers 401(k) plan participants with their complex needs. As a Financial Advisor, you will assist with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication. Your strong CRM skills and ability to communicate effectively will enable you to build trust with our clients and drive business growth.

This role offers a base salary of $48,000, plus additional compensation opportunities for bilingual Spanish speaking representatives, as well as licensing completion bonuses, additional hourly pay, and eligible company bonuses. Our comprehensive benefits package, including Premier training and development programs, tuition reimbursement, and a robust employee assistance program, will support your personal and professional growth.

We are committed to creating a workplace culture that values diversity, equity, and inclusion. Our hybrid working model promotes flexibility, collaboration, and connection, allowing you to balance your work and personal life while making a meaningful contribution to our mission.



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