The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in FAS’s Advisor Solutions department. In this role, candidates will fulfill FAS’s mission of being the “advisor to the advisor” by educating our FAS clients on select financial planning topics. Responsibilities will include serving as an ambassador and presenting to groups of advisors, writing new content for advisors to share with end-clients, supporting our FAS Sales crew, and utilizing expertise to expand and enhance the financial planning solutions we offer to advisors. Examples of topics currently included in our portfolio are: Health Care, Social Security, Retirement Income, Legacy & Estate Planning, Tax Planning, 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 - Author new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
- Stakeholder Management – Serve as the team’s primary 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 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.
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 approximately five business days per month.
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.
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.
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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.
