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 :

What it takes :

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.