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Vanguard

Retail Sales Consultant - Return to Work Program - AZ

Scottsdale, AZ

Vanguard appreciates the challenge of re-joining the workforce after an extended time away from a career. To help you overcome these hurdles, Vanguard has created a return-to-work program designed to support individuals as they refresh key skills and explore the possibility of applying their talents towards Vanguard's mission - to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Our 11-week paid 'Returnship' will allow you to learn about Vanguard's culture, history of client advocacy and principles for investing success. Dependent upon performance during the returnship, participants may be offered a full-time position at Vanguard. You can help our clients achieve their ambitions and realize your own.

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In this role you will
  • Engage with crew and leaders of Vanguard as you learn how to advocate for investor well-being using Vanguard's principles for investment success.
  • Receive coaching and support from industry professionals for a career in business development.
  • Receive mentoring and work with members of our Crew Resource Groups (CRGs) including, but not limited to, our Women in Leadership Group (WILs)
  • Observe Vanguard Sales Consultants and Advisors as they advocate for clients
  • Participate in special projects as assigned.
  • Candidates will prepare and test (with support) for the Securities Industry Essentials (SIE) exam during the returnship and then, if offered a full-time position upon completion of the returnship, prepare and test for the Series 7, and 66
  • The Securities Industry Essentials® (SIE®) Exam is a FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate's knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices.
What it takes
  • Undergraduate degree and minimum of two years customer service and client relationship management or sales experience (previous investment industry experience is preferred)
  • A passion for investor advocacy and curiosity about the financial services industry
  • Ability to conduct a needs analysis and position suitable solutions to address client needs
  • Track record of growing responsibilities and success in prior roles
  • Self-starter and the ability to work independently
  • Series 7 and 66, 7 and 65, or 7 (or ability to acquire within 3 months of assuming position with training and study materials provided).
  • Live within commuting distance to Vanguard's offices and willingness and ability to adhere to Vanguard's hybrid work model (Tuesday-Thursday in office, Monday and Friday work from home).
Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Scottsdale, AZ, USA
Job ID: Vanguard-159062
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.