Investment Associate

Are you looking for a new career opportunity? Are you interested in joining an organization that empowers you and your career growth and development? Join the team that is the voice of Vanguard to over 5.2 million individual investors, and launch a dynamic career in the financial services industry with a position in Vanguard’s Retail Investor Group (RIG).

As an Investment Associate your typical day includes:

  • Assisting all types of investors with meeting their financial goals—the young adult opening a first account, a family saving for a child’s college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan.
  • Developing relationships with clients to understand their unique investment needs and position appropriate products or solutions.

This job is for you if you:

  • Have strong communication and relationship management skills.
  • Excel in explaining complex information in ways that are easy to understand.
  • Are looking to develop your business and financial acumen.
  • Want to be part of a small team that’s motivated by helping others and serving the best interests of our investors.
  • Like to work hard and have a thirst for knowledge
  • Are flexible and thrive in fast-paced work environments.
  • Aspire to a successful career in financial services.
  • Crave an environment where you can develop professionally and personally.
  • Want to enjoy coming to work every day because you care about your teammates and the investors you support.
  • Share our commitment to strengthening communities by donating time, talent, and treasure.

Qualifications:

  • Undergraduate degree (in Finance related field is preferred however all majors will be considered) or equivalent combination of training and experience.
  • Minimum two to three years of general client service experience.
  • Demonstrate a high degree of knowledge regarding Vanguard products, services, and systems.
  • Strong organizational and time management skills.
  • Ability to interact effectively and communicate with clients, peers, and management.
  • Exceptional client service skills.
  • Effective problem solving, writing and decision making skills.
  • Excellent oral and written communication skills.
  • Ability to work independently in a quickly changing environment.
  • The ability to obtain your Series 7 & 63 licenses.

Bring your future to Vanguard

Build a successful career with one of the world’s largest investment management companies. Your experience as an Investment Associate can lead to a Vanguard career in advice, sales, relationship management, leadership, and much more. Whether you have a background in financial services or are interested in building your knowledge in finance and business, you’ll receive comprehensive training that will prepare you to succeed. And you’ll be supported by a culture that is focused on your continued professional and personal development.

Sound like you? Apply now!

Note: Vanguard cannot offer visa sponsorship for this position. Additionally, your employment is contingent on a successful drug-screening result.


Back to top