Financial Planning & Coaching Specialist

Financial Planning & Coaching Specialist

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the Financial Planning & Coaching (FP&C) Team in FAS's Advisor Solutions department. In this role, candidates will fulfill FAS's mission of being the "advisor to the advisor" by educating our FAS clients on select financial planning topics. Responsibilities will include serving as an ambassador and presenting to groups of advisors, writing new content for advisors to share with end-clients, supporting our FAS Sales crew, and utilizing expertise to expand and enhance the financial planning solutions we offer to advisors. Examples of topics currently included in our portfolio are: Health Care, Social Security, Retirement Income, Legacy & Estate Planning, Tax Planning, and Behavioral Coaching.

Key responsibilities:

• Ambassadorship - Serve as an ambassador on select financial planning solutions, representing VG in 1-many events and 1:1 advisor consultations.
• Content origination - Author new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
• Sales Enablement - Serve as a "go to" expert for FAS Sales on the Financial Planning & Coaching Offer. Also responsible for training FAS Sales on these topics and providing resources to aid Sales in distribution efforts.
• Offer Evolution - Provide expert consultation in solution development and enhancement discussions.
• Stakeholder Management - Serve as the team's primary liaison to FAS Sales and advice partners throughout the enterprise.

Key attributes for success:

• Deep expertise in financial planning topics and a passion for educating advisors on these topics.
• Strong verbal and written communication skills and the ability to make complex topics understandable for audiences with varying degrees of acumen.
• Client-centric mindset to provide unique solutions to Sales and advisor inquiries.
• Relationship management skills to build effective partnerships across FAS and the enterprise to drive business results.
• Comfort in operating independently and managing ambiguity, to problem-solve and present recommendations.
• Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS's divisional goals.

What it takes:

• Minimum of eight years related work experience. Five years of experience in advice or client facing roles preferred.
• Undergraduate degree or equivalent combination of training and experience.
• CFP strongly preferred or willingness to pursue.
• This job requires a Series 7 and 63 license.
• Travel to support in-person client events will be required approximately five business days per month.

Special Factors

Sponsorship

Vanguard 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.

Our commitment to diversity, equity, and inclusion

Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.

Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.

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.

Our commitment to you
Vanguard takes the same long-term view of your success-at work and in life-with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

Financial wellness
We're committed to enabling your financial success and provide competitive offers and programs.

Physical wellness
We're committed to providing benefits that support your physical health and wellness.

Personal wellness
We're committed to providing resources that help support the full scope of your life.

Learn more about our complete benefits and rewards package

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

Let's get started

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

A culture of care and respect

Financial wellness

From competitive compensation packages to industry-leading retirement savings plans and everything in-between, your long-term financial success is literally our business. You can feel confident that we're focused on your financial wellbeing.

Physical wellness

We understand that being at your best means prioritizing your physical wellness. Vanguard offers best-in-class medical coverage and on-site clinics and fitness centers, plus savings plans for medical expenses now and in retirement.

Personal wellness

Access to leading mental health resources and providers and generous paid time off will give you the space and resources you need to build the life you want.

Learning and development

We offer educational and training opportunities and leadership support. We also have educational assistance plans and encourage professional designations, mentoring, and formal coaching and training.

Recognition

We're all about recognizing our coworkers for a job well done. We love confirming value and showing gratitude. Plus, recognition is contagious-it improves team dynamics and increases engagement.

Diversity, equity, and inclusion

Having a diverse community is part of how we deliver on our mission to take a stand for all investors. Our diverse teams and inclusive environments enable our crew to perform at their best.

Community

Our community stewardship is active and powered by the spirit of our crew members. We make it easy to volunteer and support our local communities.

Mission driven; client focused

What we do matters. The financial security of our investors isn't something we take lightly. We come to work each day to take a stand for all investors, focus on their long-term outcomes, and do the right thing.