Job Description

Job Description

Vanguard has an exciting new opportunity for a Financial Planning & Coaching Internal Specialist. This role will sit in Vanguard's Financial Planning & Coaching (FP&C) Team in the Financial Advisor Solutions department. The team’s mission is to educate and resource advisors across four financial planning domains (Retirement Planning, Tax Planning, Legacy & Estate Planning, and Behavioral Coaching).

In this role, candidates will have the opportunity to present on financial planning topics via webinars to group of advisors and in 1:1 advisor consultations. Additional responsibilities include serving as the go-to expert for FAS Sales on the Financial Planning & Coaching Offer, responding to sales and client inquiries, offering expert consultation in solution development, and contributing to the development of new advisor and end-client content. The role requires a deep understanding of financial planning and a passion for educating advisors, ensuring they are well-equipped to serve their clients effectively.

Key responsibilities:

• Ambassadorship: Present on select planning topics via 1:many virtual events and 1:1 advisor consultations.
• Sales Enablement: Serve as a “go to” expert for FAS Sales on the Financial Planning & Coaching Offer. Train FAS Sales on these topics and provide resources to aid Sales in distribution efforts. Respond to sales and client inquiries.
• Offer Evolution: Provide expert consultation in solution development and enhancement discussions.
• Content origination: Contribute to authoring new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
• Stakeholder Management: Manage stakeholder relationships in 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.

Qualifications

• Five years experience in the Financial Services industry or client services preferred. Experience as an advisor/practitioner preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFP preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

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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