Internal Sales Consultant – Internal Wholesaler

Vanguard

Internal Wholesaler at Vanguard partnering with sales executives to support financial advisors. Focus on consultative sales conversations and territory growth with a client-first mindset.

Posted 5/3/2026full-timeCharlotte • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.
Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions.
Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities.
Coordinate follow-up actions across sales executives and internal partners; handle medium-complexity inquiries from clients and prospects.
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 to support client needs and business growth.
Contribute to special projects and broader strategic initiatives as assigned.

Requirements

What you’ll need

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 (such as CFP, CFA, CIMA, or CAIA) preferred.
Strong interest in financial services and consultative sales.
Excellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions.
Ability to work both independently and collaboratively within a team environment.
Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on specific responsibilities.

Benefits

Comp & perks

Sponsorship Vanguard is not offering visa sponsorship for this position.
All new hires receive comprehensive training focused on 'selling the Vanguard way,' including product knowledge, consultative sales techniques, and relationship-building skills.
Opportunity to advance to an Internal Sales Consultant role after successful training and performance.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wholesalingconsultative salescompetitive researchpresentation creation

Soft Skills

communicationinterpersonal skillsrelationship buildingteam collaborationindependent work

Certifications

CFPCFACIMACAIAFINRA