Workplace Financial Consultant, Senior Specialist

What you’d do

This full-time role involves achieving sales goals by identifying client opportunities, conducting outreach through cold calls and virtual communications, and promoting Vanguard's investment products to attract and grow high-value client relationships. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• Undergraduate degree or equivalent experience
• Minimum 3 years general experience
• Minimum 3 years industry/technology experience
• Series 7, 66, SIE licenses strongly preferred
• Financial services or cold calling experience preferred