Texas Licensed Financial Consultant

Job Summary

Seeking a Texas Licensed Financial Consultant, the remote position will focus on building client relationships, conducting needs assessments, and promoting financial products and services to achieve sales goals.

Key responsibilities

• Conduct discovery conversations to understand clients' financial goals and needs
• Manage an assigned book of business through proactive outreach and timely follow-up
• Educate clients on Vanguard solutions and connect them with appropriate specialists

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• Three or more years of relevant experience in financial services or sales
• Experience managing a book of business and supporting client retention
• Active SIE and Series 7 licenses required at time of hire
• Knowledge of investment products and financial services preferred