# Workplace Financial Consultant, Senior Specialist at Vanguard

Vanguard is hiring a Workplace Financial Consultant, Senior Specialist. Level rates it Little AI ●○○○; you can [apply on Vanguard](https://jobsbylevel.com/go/102fc78f-b546-48d3-8b80-ea7cfe564e9d?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Charlotte, NC.

## Details

- Company: [Vanguard](https://jobsbylevel.com/companies/vanguard)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Charlotte, NC
- Posted: October 21, 2026
- Apply: https://jobsbylevel.com/go/102fc78f-b546-48d3-8b80-ea7cfe564e9d?utm_medium=ai-agent

## Description

This is a highly visible, consultative sales role for a financial professional who enjoys building relationships, uncovering client needs, and helping investors make informed decisions. As a Workplace Financial Consultant, Senior Specialist, you will serve as a trusted resource for prospective and existing clients, leveraging your investment knowledge and sales expertise to connect individuals with Vanguard's products and services. Success in this role comes from a combination of proactive outreach, relationship management, business development, and a strong understanding of financial markets, while helping clients achieve their long-term investment goals and strengthening Vanguard's client-first mission. Responsibilities: Achieves sales results and sales activity goals as set by the leadership team. Identifies opportunities and moves clients through the sales process driving outcomes toward larger growth goals and creating promoters of Vanguard. Drives results and raises awareness of Vanguard’s investment products and services by delivering key messages through targeted cold calls to prospective clients and other virtual communications. Competes with outside competitors and communicates the value of Vanguard services to prospective clients to influence their decision to partner with Vanguard for meeting their investment goals. Execution of the sales and lead generation strategy for outreach, with a particular focus on growing relationships, attracting new high value and high net worth clients and generating advisor consultations among existing clients with an expressed interest in Vanguard services. Serves as a key member of the dedicated outreach team, helping to set strategy and tactics for the department. Provides feedback to internal teams and other stakeholders on the effectiveness of campaigns and lead sources and direction to guide the client experience. Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted consultant to client and prospective clients, and positions vanguard products and services effectively. Proactively assesses new opportunities and risks in a rapidly changing competitive and investment environment. Assesses the needs of each client by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs. Asks for the client’s business. Serves as a role model for new crew on the team. Proactively supports broader corporate initiatives and participates in special projects and other duties as assigned. Qualifications: Undergraduate degree or equivalent combination of training and experience, including sales experience. Minimum three years’ general experience and three years’ industry/technology. Financial services or cold calling experience preferred. Series 7, 66, SIE strongly preferred Defined Contribution/Retirement Plan experience helpful 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.

Source: https://jobsbylevel.com/jobs/workplace-financial-consultant-senior-specialist-at-vanguard-11d840

## Cite this page

Level. https://jobsbylevel.com/jobs/workplace-financial-consultant-senior-specialist-at-vanguard-11d840.

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