At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” As an Advice & Wealth Management Extended Hours Client Representative, you will efficiently serve our clients through phone and chat channels during non-traditional business hours. Your support will take the complexity off their plate and instill trust as they navigate their investing journey.
Base salary range for this role is $64,000 – $70,000 based on relevant experience (plus opportunities for annual partnership bonus after your first year and merit increases). You may be eligible for overtime and a shift differential depending on shift schedule. As a fully licensed candidate, you will receive a one-time $20,000 licensing bonus for bringing your active SIE, Series 7, and Series 63 licenses into the role.
Training hours are 8:30am – 5:00pm ET. After training, you must be able to work at least 37.5 hours per week within shifts that primarily cover overnight and/or weekend hours. Some holiday coverage will also be required.
This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all your work duties from your approved home address/state.
How you'll make a difference:
- Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management clients during non-traditional business hours, which may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions.
- Foster trust and reliability through consistent, high-quality service. Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.
- Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products.
- Participate in special projects and perform other duties as assigned.
What it takes:
- This job requires the SIE, Series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC). These will be determined by Compliance based on role specific requirements and responsibilities.
- Undergraduate degree or equivalent experience required.
- Commitment to delivering exceptional client service and excellent communications skills (both written and verbal).
- Interest in financial planning, investment advice, and wealth management (preferred but not required).
- Learning agility to navigate continuously evolving desktop applications and technology-based advice offers.
How we will help:
Choosing the next step in your career path can be a difficult decision – we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with crew in mind. We will provide you with:
- Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients.
- Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.
- Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next.
When you join Vanguard, you become part of a crew united by a shared purpose and committed to doing the right thing for our clients. You'll be empowered to grow, supported by leaders invested in your success, and given the opportunity to make an impact from day one!
Ready to join a mission-driven organization where your work matters? Apply now and start your Vanguard journey!
Available Shift Options:
To support our clients outside of traditional business hours, crew in this role may be assigned to one of the following schedules. All shifts are listed in Eastern Time (ET). Crew working in other time zones will adjust based on local time differences.
Weekday Shifts (5 days/week)
- Monday – Friday, 6:00 PM – 2:30 AM ET (2nd Shift)
- Monday – Friday, 1:30 AM – 10:00 AM ET (3rd Shift)
Weekend Compressed Shifts (4 days/week)
- Friday – Monday, 8:00 AM – 6:30 PM ET (Weekend Day Shift)
- Friday – Monday, 1:00 AM – 11:30 AM ET (Weekend 3rd Shift)
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.
Skills Required
- Active SIE, Series 7, and Series 63 regulatory licenses/registrations (determined by Compliance)
- Undergraduate degree or equivalent experience
- Ability to work at least 37.5 hours per week in overnight and/or weekend shifts, including some holiday coverage
- Availability to attend training hours (8:30am - 5:00pm ET)
- Perform all work duties from an approved home address/state (fully remote role condition)
- Strong written and verbal communication and commitment to exceptional client service
- Learning agility to navigate evolving desktop applications and technology-based advice offerings
- Interest in financial planning, investment advice, and wealth management
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
