Financial Planning & Coaching Senior Specialist at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment AdvisoryIndustries

Requirements

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
Series 7 and 63 license required
Ability to travel approximately five business days per month for in-person client events
Deep expertise in financial planning topics (e.g., Health Care Cost Planning, Social Security Planning, Tax Planning, Legacy & Estate Planning, Retirement Income, Behavioral Coaching) and passion for educating clients
Strong verbal and written communication skills to simplify complex topics for diverse audiences
Client-centric mindset for unique solutions to inquiries
Relationship management skills for partnerships across teams
Comfort operating independently, managing ambiguity, problem-solving, and presenting recommendations
Strong business and organizational acumen to optimize client service and divisional goals

Responsibilities

Ambassadorship: Serve as an ambassador on select financial planning solutions, representing Vanguard in 1-many events and 1:1 advisor consultations (including with advisors' end-clients)
Sales Enablement: Act as a "go to" expert for FAS Sales on the Financial Planning & Coaching Offer; train FAS Sales on topics and provide resources for 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 distribution via Sales and Marketing
Stakeholder Management: Serve as a liaison to FAS Sales and advice partners throughout the enterprise
Support FAS Sales in upskilling and positioning the financial planning offer to clients
Play a critical role in expanding and enhancing the portfolio of financial planning solutions offered to advisors

Skills

Financial Planning

Tax Planning

Social Security Planning

Estate Planning

Retirement Income Planning

Behavioral Coaching

Public Speaking

Sales Training

Content Creation

Stakeholder Management

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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