Texas Licensed Financial Sales Consultant

Job Summary

To support clients in achieving their financial goals, the remote Texas Licensed Financial Sales Consultant will engage in proactive outreach, manage an assigned book of business, and educate clients about Vanguard's products and services while focusing on building strong client relationships.

Key responsibilities

• Conduct discovery conversations to understand clients' financial goals and identify opportunities
• Manage a book of business through proactive outreach and timely follow-up
• Connect clients with appropriate Vanguard resources and specialists based on their needs

Required qualifications

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