Advance your career and our mission .
At Vanguard, we're taking a stand for investors, and that starts with you.
As a
Retirement Plan Services Representative, you'll serve as the voice of Vanguard and an advocate for our clients, helping build hundreds of financial futures. You'll provide high-quality service to 401(k) plan participants across Institutional Participant Services, supporting a wide range of needs. One client may need help completing a form, while another may be learning about mutual funds for the first time.
This role offers the opportunity to build your financial knowledge and communication skills while developing a successful career at Vanguard. You don't have to be a financial expert to be an advocate for our clients. We welcome and encourage individuals from all backgrounds and experiences. The most important things you need are a passion for serving others and a thirst for knowledge.
Responsibilities As a Retirement Plan Services Representative, you will:
- Support 401(k) plan participants with dynamic and complex service needs.
- Assist clients with account and plan information.
- Help address regulatory and tax-related questions.
- Complete financial and clerical transactions.
- Provide high-quality service through inbound phone calls and written communication.
Total potential compensation for this role is between $71,100 - $73,100 ($52,000 - $54,000 base salary based on Spanish bilingual proficiency, plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon achieving performance standards.At Vanguard, we believe in supporting our "crew" personally through all life stages. Vanguard provides a competitive benefits package to all employees, including:
- Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63
- A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of wellbeing and lifestyle expenses.
- An annual bonus, known internally as partnership, based on company performance.
- 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
- Industry-leading retirement savings, including up to 4% matched contributions and a 10% employer contribution without condition.
- Best-in-class medical, dental, and vision coverage, along with on-site health perks:
- CrewCare: Vanguard's onsite health clinic for you and your loved ones.
- ShipShape: Onsite fitness center.
- LYRA: A program providing care for your emotional and mental health, how, when, and where you need it, at no cost to you.
- Education benefits, including tuition reimbursement, designed to support you in furthering your education.
- Strong parental leave benefits, including adoption and surrogacy benefits, because we know every family looks different.
For a deeper look at our benefits, visit the Why Vanguard page .
Required Qualifications - Passion for serving others and willingness to learn about the financial services industry.
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain FINRA Series 6 and 63 licenses within department guidelines.
Vanguard provides fully paid training, coaching, and ongoing support as you learn the role, company, and industry.
Preferred Qualifications - Strong interpersonal and client relationship management skills.
- Customer-facing and/or inbound phone experience.
- A learner's mentality and interest in building financial acumen.
- Undergraduate degree or equivalent experience, preferred.
Please note, this role is
hybrid, and you would be expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
START DATE: February 16, 2027.
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
About Vanguard At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We WorkVanguard 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.
