Financial Planning & Coaching Specialist

Vanguard

Application Deadline: 20 Jun 2025

Vanguard
Summary

Vacancy: 1

Salary: $15000 - $25000

Age: 24 to 36

Experience: 1-2 years

Location: United States

Published on: 23 Dec 2024

Job Context


Job 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.


Experience Requirements
  • 1 - 2 years
Educational Requirements
  • Bachelor/Honors
Skills
  • quas Knowledge & Posting Location cdfgdgdg A Bachelor/Masters degree in Accounts or related field Experience in a similar role is a plus. Excellent knowledge of MS Office suite. Ability to work independently in a fast-paced environment. Should have excellent interpersonal and communication skills. Should be organised and possess high attention to detail. Attention to details and good interpersonal skills. Office skills - Excel (Vlookup, Pivot Tables), Google Docs, internet search, etc. A bachelor's degree in Accounting, Finance, or a related field A strong understanding of basic accounting principles and financial concepts is crucial. Proficiency in using computers, software, and web-based applications. Knowledge and understanding of generally accepted accounting principles. Eager to learn & take on new responsibilities; looks for opportunities to support team wherever possible Proactively seeks out solutions to problems, however knows when to ask for help/guidance Meeting preparedness and ability to troubleshoot issues effectively
Age
  • 24 - 36 Age
Additional Requirements

Compensation & Other Benefits
  • - Mobile Bill , Tour , Holidays , Performance Bonus
  • - Salary Review: Half Yearly
Work place
  • Work At Office
Employment Status
  • Full Time
Gender
  • Male
Job Location
  • United States
Company Information

Vanguard

100 Vanguard Blvd Valley Forge, PA 19482, US

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