Vangard, Inc.

Compensation

Full Description

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in 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" and engage with a variety of FAS clients as a sought after and valued expert. Responsibilities will include serving as an ambassador, presenting and/or consulting with advisors, and at times, their end-clients. In addition, FP&C Specialists support our FAS Sales crew in upskilling and positioning the offer to their clients. And finally, as a Senior Specialist, you'll play a critical role in expanding and enhancing the growing portfolio of financial planning solutions we offer to advisors. Examples of topics currently included in our portfolio include: Health Care Cost Planning, Social Security Planning, Tax Planning, Legacy & Estate Planning, Retirement Income, 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. • 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. • Content origination: Contribute to authoring new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing. • Stakeholder Management - Serve as a 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 clients 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, with approximately five business days per month "in field." • Base Pay Range (US) - 120,000 - 210,000 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. 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.