Extended Client Representative

About this job

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. As an Advice & Wealth Management Extended Hours Client Representative, you will efficiently serve our clients through phone and chat channels during non-traditional business hours.

Your support will take the complexity off their plate and instill trust as they navigate their investing journey.

The base salary range for this role is $64,000 – $70,000, depending on licenses held and relevant experience, with opportunities for annual partnership bonus after the first year and merit increases. You may be eligible for overtime and a shift differential depending on shift schedule. There is a one-time bonus upon obtaining the required licensing. If you bring active SIE, Series 7, and Series 63 licenses, you will receive a $20,000 licensing bonus.

Training hours are 8:30am – 5:00pm local. After training, you must be able to work at least 37.5 hours per week within shifts that primarily cover overnight and/or weekend hours, with some holiday coverage required. This role is fully remote and must be performed from your approved home address/state.

How you'll make a difference

• Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management clients during non-traditional business hours, which may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions.
• Foster trust and reliability through consistent, high-quality service. Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.
• Develop and maintain current knowledge of Vanguard's funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard's funds and products.
• Participate in special projects and perform other duties as assigned.

What it takes

• The SIE is a mandatory requirement and must be obtained no later than 14 calendar days before the identified start date.
• The ability to successfully pass the Series 7 and Series 63 (or equivalent licenses) within the timeframe described in Vanguard's FINRA Licensing Policy, using resources and support provided by Vanguard.
• Undergraduate degree or equivalent experience required.
• Commitment to delivering exceptional client service and excellent communication skills (both written and verbal).
• Interest in financial planning, investment advice, and wealth management (preferred but not required).
• Learning agility to navigate continuously evolving desktop applications and technology-based advice tools.

How we will help

Choosing the next step in your career path can be a difficult decision – we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with crew in mind. We will provide you with:

• Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63.
• Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients.
• Access to learning and development resources to equip you, and empower you, with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.
• Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next.

If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role you may be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with FINRA regulations.

Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Please reference the following…