Retirement Plan Service Representative - Unlicensed

Vanguard

(Scottsdale, Arizona)
Full Time
Job Posting Details
About Vanguard
Vanguard is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals. The company works to reduce cost and complexity for all investors.
Summary
Join the team that is the voice of Vanguard to millions of institutional investors, and launch a dynamic career in the financial services industry with a position in Vanguard's Institutional Investor Group (IIG) as a Retirement Plan Service Representative.
Responsibilities
* Assisting all types of institutional investors with meeting their financial goals-the young adult opening their first 401k account, tenured employee on the cusp of retirement, a married couple investing for their first home, or a high net worth client preserving her wealth. * Using virtual technology to connect with clients and help them manage their assets. * Learning the various employer based retirement plans and providing guidance to assist our investors with their complex financial needs. * Developing relationships with clients to understand their unique investment needs and position appropriate solutions.
Ideal Candidate
* Have strong communication and relationship management skills. * Excel in explaining complex information in ways that are easy to understand. * Are looking to develop your business and financial acumen. * Want to be part of a small team that's motivated by helping others and serving the best interests of our investors. * Like to work hard and have a thirst for knowledge. * Have "grit" and demonstrated progress towards a goal. * Are flexible and thrive in fast-paced work environments. * Aspire to a successful career in financial services. * Crave an environment where you can develop professionally and personally. * Want to enjoy coming to work every day because you care about your teammates and the investors you support. * Share our commitment to strengthening communities by donating time, talent, and treasure. * An undergraduate degree, or completed coursework, in any major. * Actively pursuing a degree. * Experience or training related to serving clients, building relationships, or communicating effectively. * A passion for building your financial acumen and serving others with your knowledge and client service skills.

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