Financial Services Support Representative
1 day ago
About the Position: We are looking for a talented Financial Services Support Representative to join our team. In this role, you will support financial advisors in meeting client servicing needs and executing on account changes and trading needed to maintain advised client portfolios.
Key Responsibilities:
- Partner with financial advisors to onboard and manage Personal Advisor client relationships
- Develop and maintain current knowledge of Vanguard's funds, services, and technology
- Collaborate with financial advisors and other business groups to best meet clients' service needs
What You'll Need:
- Undergraduate degree or equivalent experience
- Interest in financial planning, investment advice, and wealth management (preferred)
- Ability to successfully pass the Series 7 and Series 63 (or equivalent licenses)
About Vanguard: Vanguard is a mission-driven organization committed to delivering long-term financial wellbeing for our clients. Our culture values diversity, equity, and inclusion, and we strive to create a work environment that enables our employees to thrive.
Estimated Salary: $70,000 - $100,000 per year based on location and experience.
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