Financial Planning & Coaching Senior Specialist

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in Vanguard’s Financial Advisor Services (FAS), Advisor Solutions department. In this role, candidates will fulfill FAS’s mission of being the “advisor to the advisor” and engage with a variety of FAS clients as a sought after and valued expert .

Responsibilities will include serving as an ambassador , presenting and / or consulting with advisors , and at times, their end - clients . In addition, FP&C Specialists s up port our FAS Sales crew in upskilling and positioning the offer to their clients. And finally, as a Senior Specialist, you’ll play a critical role in expanding and enhancing the growing portfolio of financial planning solutions we offer to advisors. Example s of topics currently included in our portfolio include : Health Care Cost Planning , Social Security Planning , Tax Planning, Legacy & Estate Planning, Retirement Income, 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 .

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.

Content origination : Contribute to authoring new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.

Stakeholder Management – Serve as a 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 clients 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 , with approximately five business days per mont h “in field.”

Base Pay Range (US) – 120,000 – 210,000

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.

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.