Vanguard

Internal Client Consultant – Internal Wholesaler

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Malvern • Arizona • Pennsylvania • United States

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About the role

  • Partner with an External Sales Executive to grow business and strengthen advisor relationships
  • Engage proactively with financial advisors through phone, web meetings, and email
  • Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities
  • Coordinate follow-up actions across sales executives and internal partners
  • Create presentation materials for advisor meetings, conferences, and internal discussions
  • Conduct competitive research on investment products, positioning, fees, and marketing strategies
  • Collaborate with teams across Sales, Relationship Management, Compliance, and Operations

Requirements

  • Minimum 2 years of wholesaling experience required
  • 3+ years of related experience preferred
  • Undergraduate degree or equivalent combination of training and experience
  • Progress toward investment-related certifications (CFP, CFA, CIMA, or CAIA) preferred
  • Strong interest in financial services and consultative sales
  • Excellent communication and interpersonal skills
  • Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on specific responsibilities.
Benefits
  • Training & Career Path
  • Comprehensive training focused on "selling the Vanguard way"
  • Opportunity for advancement to Internal Sales Consultant role
Applicant Tracking System Keywords

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

Hard Skills & Tools
wholesalingconsultative salescompetitive researchpresentation materials
Soft Skills
communicationinterpersonal skills
Certifications
CFPCFACIMACAIAFINRA