Financial Sales Consultant

Vanguard

. Build meaningful relationships with clients and help them navigate key financial decisions .

Posted 10/9/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales and relationship management within the financial services sector, effectively managing client portfolios and identifying growth opportunities. Proficient in utilizing CRM systems and Microsoft Office tools to enhance client interactions and support retention strategies.

Highest-signal resume keywords

Consultative Sales SkillsClient Relationship ManagementBook Of Business ManagementKnowledge Of Investment ProductsActive SIE And Series 7

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Portfolio ManagementSales Pipeline ManagementFinancial Services KnowledgeWealth Management ExpertiseRetirement Solutions Knowledge

Soft Skills

Communication SkillsOrganization SkillsTime Management Skills

Tools & Technologies

CRM SystemsMicrosoft Office

Certifications & Qualifications

Active SIEActive Series 7Active Series 63/65 Or 66

Industry Keywords

Financial ServicesSalesRelationship ManagementWealth ManagementBankingConsulting

About the role

Key responsibilities & impact

Build meaningful relationships with clients and help them navigate key financial decisions
Connect clients with appropriate Vanguard products, services, advice resources, specialists, or advice professionals
Conduct discovery conversations to understand clients’ goals, priorities, life events, outside assets, and unmet needs
Manage an assigned book of business through proactive outreach, responsive support, timely follow-up, and prioritization
Educate clients about Vanguard solutions
Use consultative sales skills to deepen relationships, support retention and growth, and guide next steps
Coordinate referrals and collaborate across Vanguard to deliver a positive client experience
Conduct proactive outbound phone outreach to clients and prospects

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Three or more years of relevant experience, preferably in financial services, sales, relationship management, wealth management, banking, or consulting
Experience managing a book of business, working in a highly regulated environment, supporting retention, and identifying growth opportunities is preferred
Demonstrated success managing client relationships, client portfolios, or a sales pipeline
Strong consultative sales, discovery, communication, relationship management, organization, and time management skills
Experience using CRM systems and Microsoft Office tools
Knowledge of investment products, wealth management, retirement solutions, and financial services is preferred
Active SIE and Series 7 required at time of hire
Active Series 63/65 or 66 required; may be completed after hire
Vanguard is not offering visa sponsorship for this position

Benefits

Comp & perks

Work life harmony
Professional development opportunities
Supportive and inclusive work environment
Comprehensive benefits package supporting financial, health, and overall well-being
Quarterly performance bonuses
Annual Partnership Plan cash award tied to company performance and client outcomes
Merit-based salary increases
Hybrid working model with flexibility and in-person learning, collaboration, and connection