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Licensed Financial Services Representative – Written/Digital Correspondent
VanguardLicensed Financial Services Representative supporting Vanguard’s clients through digital channels. Handling transactions and providing guidance on investment and retirement-related needs without phone interactions.
Posted 5/19/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite
About the role
Key responsibilities & impact- Serve as the primary point of contact for Personal Investor clients through chat, secure message center, and digital messaging channels (no phone work)
- Respond to requests related to investments, account activity, and retirement products, including executing transactions and resolving complex account issues
- Apply financial industry knowledge and regulatory understanding to ensure accurate, compliant, and timely client resolutions
- Use a consultative approach to identify client needs and appropriately position Vanguard products and services
- Conduct research and follow established procedures while exercising judgment in more complex scenarios
Requirements
What you’ll need- Active FINRA licenses required prior to start: SIE, Series 7, and Series 63
- Minimum of 2 years of related experience in financial services, investments, or retirement support
- Undergraduate degree or equivalent combination of training and experience
- Proven ability to work in a non‑phone, digital client servicing environment or strong written communication skills transferable to chat/email service
Benefits
Comp & perks- Flexible working hours
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment transactionsaccount activity resolutionretirement products knowledgefinancial industry knowledgeregulatory understandingclient resolutionsconsultative approachresearch skillsjudgment in complex scenarios
Soft Skills
written communication skillsclient servicingproblem-solvingattention to detailinterpersonal skills
Certifications
SIESeries 7Series 63