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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment guidance, with a strong ability to evaluate individual participant needs and simplify complex financial concepts. Proven track record in building trusted relationships and collaborating across teams to achieve positive outcomes in the financial services industry.
Highest-signal resume keywords
CFP® DesignationFINRA Series 7 LicenseFINRA Series 63 LicenseFinancial Planning ExperienceInvestment Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningRetirement PlanningInvestment GuidanceParticipant Relationship ManagementGoal EvaluationComplex Financial Concept SimplificationConsultative Conversations
Soft Skills
Excellent Communication SkillsAdaptabilityTrust Building
Certifications & Qualifications
CFP® DesignationFINRA Series 7 LicenseFINRA Series 63 License
Industry Keywords
Financial ServicesWorkplace Retirement PlansInvestment TopicsParticipant OutcomesBusiness Initiatives
About the role
Key responsibilities & impact- Deliver personalized, point-in-time financial planning and investment guidance through virtual consultations
- Evaluate participants' goals, financial situations, and retirement needs to provide appropriate recommendations
- Conduct discovery conversations and build trusted relationships that support positive participant outcomes
- Serve as a resource on workplace retirement plans, investments, and financial planning topics
- Collaborate across teams to support participant needs and plan sponsor objectives
- Participate in business initiatives and special projects
Requirements
What you’ll need- CFP® designation required
- FINRA Series 7 and Series 63 licenses required, or ability to obtain within established timelines after hire
- Minimum three years of experience providing financial planning, retirement planning, investment guidance, or participant/client relationship management within the financial services industry
- Excellent verbal and written communication skills
- Ability to simplify complex financial concepts and build trust through consultative conversations
- Strong financial planning and investment knowledge
- Ability to apply advice to individual participant situations
- Demonstrated adaptability and ability to operate successfully in an evolving environment
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model with enhanced flexibility, in-person learning, collaboration, and connection
- Long-term financial wellbeing mission
- Learning and development opportunities for individuals and teams