Financial Planning & Coaching Senior Specialist

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in Vanguard's Financial Advisor Services (FAS), Advisor Solutions department. In this role, candidates will fulfill FAS's mission of being the "advisor to the advisor" and engage with a variety of FAS clients as a sought after and valued expert .

Responsibilities will include serving as an ambassador , presenting and/or consulting with advisors , and at times, their end - clients . In addition, FP&C Specialists s up port our FAS Sales crew in upskilling and positioning the offer to their clients. And finally, as a Senior Specialist, you'll play a critical role in expanding and enhancing the growing portfolio of financial planning solutions we offer to advisors. Example s of topics currently included in our portfolio include : Health Care Cost Planning , Social Security Planning , Tax Planning, Legacy & Estate Planning, Retirement Income, and Behavioral Coaching.

Key responsibilities:

• Ambassadorship - Serve as an ambassador on select financial planning solutions, representing VG in 1-many events and 1:1 advisor consultations .
• Sales Enablement - Serve as a "go to" expert for FAS Sales on the Financial Planning & Coaching Offer. Also responsible for training FAS Sales on these topics and providing resources to aid Sales in distribution efforts.
• Offer Evolution - Provide expert consultation in solution development and enhancement discussions.
• Content origination: Contribute to authoring new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
• Stakeholder Management - Serve as a liaison to FAS Sales and advice partners throughout the enterprise.

• Deep expertise in financial planning topics and a passion for educating clients on these topics.
• Strong verbal and written communication skills and the ability to make complex topics understandable for audiences with varying degrees of acumen.
• Client-centric mindset to provide unique solutions to Sales and advisor inquiries.
• Relationship management skills to build effective partnerships across FAS and the enterprise to drive business results.
• Comfort in operating independently and managing ambiguity , to problem- solve and present recommendations.
• Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS's divisional goals.

• Minimum of eight years related work experience. Five years of experience in advice or client facing roles preferred.
• Undergraduate degree or equivalent combination of training and experience.
• CFP strongly preferred or willingness to pursue.
• This job requires a Series 7 and 63 license.
• Travel to support in-person client events will be required , with approximately five business days per mont h "in field."
• Base Pay Range (US) - 120,000 - 210,000