Internal Sales Consultant (Internal Wholesaler)
About the role
As an Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset.
What you’ll do
Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.
Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions.
Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities.
Coordinate follow‑up actions across sales executives and internal partners; handle medium‑complexity inquiries from clients and prospects.
Create presentation materials for advisor meetings, conferences, and internal discussions.
Conduct competitive research on investment products, positioning, fees, and marketing strategies.
Collaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth.
Contribute to special projects and broader strategic initiatives as assigned.
What we’re looking for
Three years related work experience.
Minimum 2 years of wholesaling experience required.
Undergraduate degree or equivalent combination of training and experience.
Progress toward investment‑related certifications (such as CFP, CFA, CIMA, or CAIA) preferred.
Strong interest in financial services and consultative sales.
Excellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions.
Ability to work both independently and collaboratively within a team environment.
Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on specific responsibilities.
Training & Career Path
All new hires receive comprehensive training focused on “selling the Vanguard way,” including product knowledge, consultative sales techniques, and relationship‑building skills. After successful completion of the training program and demonstrated performance, you may advance to an Internal Sales Consultant role, partnering directly with an External Sales Executive to support territory growth.
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
- Three years related work experience
- Minimum 2 years of wholesaling experience
- Undergraduate degree or equivalent combination of training and experience
- Progress toward investment-related certifications (CFP, CFA, CIMA, CAIA)
- Strong interest in financial services and consultative sales
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively within a team
- Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on responsibilities
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.
-
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.
-
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.
-
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.
