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Svsu

Valley Vanguard Advisor

Campus, IL

Valley Vanguard Advisor Full or Part Time: Part time Hours: 10 Exempt: No Supervisory Org: University Communications (PM) JOB SUMMARY: General responsibilities include advising the staff of The ...

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How much do vanguard jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for vanguard in the United States is $21.84, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $24.76 per hour, depending on experience, location, and employer.

What are some common challenges faced by client relationship specialists at Vanguard, and how does the company support overcoming them?

Client relationship specialists at Vanguard often face the challenge of managing high volumes of client inquiries while maintaining personalized service. Balancing regulatory compliance with client needs can also be demanding. Vanguard supports its specialists by providing thorough training, ongoing professional development, and robust digital tools to streamline client interactions. Team members collaborate frequently, sharing best practices and solutions, which fosters a supportive environment for growth and success.

What is the difference between Vanguard vs Financial Advisor?

AspectVanguardFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentInvestment management firm, offices, or remoteClient-facing, office or virtual meetings
Employer & IndustryFinancial services, investment managementFinancial services, wealth management
Common Search IntentInvesting with Vanguard, Vanguard accountFinancial planning, investment advice

Vanguard primarily refers to an investment management company offering funds and accounts, while a Financial Advisor provides personalized investment and financial planning services. Both roles require financial certifications and operate within the financial industry, but Vanguard is a firm, whereas a Financial Advisor is a professional offering tailored advice.

What is a Vanguard job?

A Vanguard job typically refers to a role at Vanguard, a major investment management company known for its mutual funds and financial services. Working at Vanguard often involves positions in finance, client services, technology, and operations, with a focus on long-term investing and financial planning. Employees are encouraged to support clients' financial goals while upholding the company's commitment to ethical investing and low-cost fund management. Vanguard also emphasizes professional growth, offering training and career development opportunities for its employees.

What is a Vanguard and what do they do?

A Vanguard is not a traditional job title, but it most commonly refers to someone or something at the forefront of a movement, industry, or field. In a professional context, a 'vanguard' might be a person or group leading innovation, pioneering new methods, or advocating for change. For example, a company like Vanguard is a leader in investment management, but the term itself means someone who is ahead of the curve in their area of expertise. Their main function is to guide, influence, and set new standards for others to follow.

What are the key skills and qualifications needed to thrive as a Vanguard financial advisor, and why are they important?

To thrive as a Vanguard financial advisor, you need strong knowledge of investment strategies, financial planning, and relevant certifications such as a FINRA Series 7 or CFP credential. Familiarity with portfolio management software, customer relationship management (CRM) systems, and financial analysis tools is typically required. Excellent interpersonal skills, active listening, and the ability to communicate complex financial concepts clearly help advisors build trust with clients. These competencies are critical for providing sound financial guidance and maintaining the high standards of client service expected at Vanguard.
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Vanguard jobs near you
Consultant Relations Sales Executive-West, Vanguard Workplace Solutions

Consultant Relations Sales Executive-West, Vanguard Workplace Solutions

Vanguard Group

Phoenix, AZ • On-site

Full-time

Posted 5 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

About Vanguard Workplace Solutions
Vanguard Workplace Solutions (VWS) supports millions of workers in achieving investment success through employer-sponsored retirement plans. As the leading retirement asset manager in the United States, VWS oversees 23% of defined contribution assets and more than $2 trillion in assets under management. Serving approximately 1,300 employers and 20 million investors nationwide, Vanguard combines scale, investment expertise, and personalized service to deliver strong retirement outcomes.
The Role
The Consultant Relations Sales Executive is an executive-level individual contributor responsible for advancing Vanguard's institutional presence through strategic relationships with retirement and investment consultants. This role serves as a primary relationship owner and trusted advisor, aligning Vanguard's investment capabilities with consultant priorities while translating market and consultant insights into actionable strategies that drive institutional growth. Operating with significant autonomy, this executive influences consultant advocacy, strengthens strategic partnerships, and contributes to sustained sales and retention outcomes.
What you will do
  • Develop and execute strategic territory and consultant engagement plans to drive growth and retention.
  • Build and maintain trusted relationships with senior and executive-level consultants and internal stakeholders.
  • Represent Vanguard's investment capabilities clearly and credibly through in-person, written, and digital communication.
  • Influence consultant perspectives to support adoption and positioning of Vanguard solutions.
  • Execute targeted prospecting strategies, including meetings, events, and industry conferences.
  • Document and manage opportunities in accordance with established sales processes and compliance standards.
  • Mentor and coach junior sales professionals and internal partners.
  • Monitor market, competitive, and regulatory developments to inform positioning and strategy.
  • Participate in special projects and additional responsibilities as assigned.

What it takes
  • Minimum of 8 years of experience in institutional financial services sales
  • Strong understanding of the retirement recordkeeping and investment landscape
  • Demonstrated success developing and executing strategic account plans
  • Solid investment knowledge and market acumen
  • Exceptional stakeholder management and influence skills
  • Ability to travel at least 60%
  • FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)

Professional Standards
This role requires the highest standards of integrity, professionalism, and compliance. All activities must align with Vanguard's Code of Ethics and applicable regulatory requirements.
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.

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