ScottsdaleRecruiter Since 2001
the smart solution for Scottsdale jobs

High Net Worth Consultant - AZ 2021

Company: Vanguard
Location: Scottsdale
Posted on: April 5, 2021

Job Description:

At Vanguard, serving people is at the heart of our purpose. That starts with you. Working in our Relationship Management and Sales team, you---ll be responsible for growth outcomes including advice leads and asset consolidations. You---ll provide exemplary service and support to like-minded investors who have chosen to invest with Vanguard. Our ---crew--- as we call our employees, live the mission of doing the right thing for our shareholders every day. This is your opportunity to be part of that community. Make it count!In this role, you will:

  • Serve as the initial point of contact for High Net Worth clients. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues
  • Follow standardized procedures to meet client needs. May conduct research for complex requests
  • Document High Net Worth client and team feedback in support of service improvement efforts within the business
  • Demonstrate a consultative approach in positioning products and services to clients pertaining to service recovery, life changing events, and advice situations
  • Develop and maintain proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
  • Participate in special projects and performs other duties as assigned
  • Follow up with clients from inbound sales opportunitiesWhat it takes
    • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 7, 63 required
    • Series 65/66 is strongly preferred or to be obtained within 90 days of hire
    • Minimum of two years related work experience required. Experience in client services preferred
    • Undergraduate degree or equivalent combination of training and experience required
    • Exceptional client service skills with strong communication skills
    • Possess intellectual curiosity and interest in developing business and financial acumen
    • Demonstrate grit and determination in problem solving and accomplishing goals
    • Thrives in fast-paced work environments that can be ambiguous and require flexibilityVanguard is not offering visa sponsorship for this position.About VanguardWe are Vanguard. Together, we---re changing the way the world invests.For us, investing doesn---t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose --- and that---s how we---ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.We want to make success accessible to everyone. This is our opportunity. Let---s make it count.Inclusion StatementVanguard---s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: ---Do the right thing.---We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard---s core purpose through our values.When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Keywords: Vanguard, Scottsdale , High Net Worth Consultant - AZ 2021, Professions , Scottsdale, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


CDL-A Student Driver Truck - Training Program
Description: YOUR ROUTE TO A SECURE FUTUREFor more than 18 years, Southwest Truck Driver Training has been giving students the tools they need to pursue a long and successful career as over-the-road truck drivers (more...)
Company: Southwest Truck Driver Training
Location: Sun City
Posted on: 04/13/2021

Regional CDL-A Truck Driver
Description: Regional CDL-A Truck Driver Jobs at Ashley Distribution Services LTD Ambassadors Wanted: Truck Driving Opportunities with Weekly Home Time Join one of America's best companies to drive
Company: Ashley Distribution Services
Location: Buckeye
Posted on: 04/13/2021

Delivery Driver
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: Sun City West
Posted on: 04/13/2021


Service Tech- Diesel Mechanic- 2K Bonus
Description: MECHANIC - TRACTOR/TRAILER - 2K SIGN ON BONUS FirstFleet is seeking 2 Motivated and well-rounded Technicians. 2 Tractor/Trailer Mechanics. 1 Day shift and 1 Night shift Hours:
Company: FirstFleet Inc.
Location: Buckeye
Posted on: 04/13/2021

Tire Service Technician - Prescott in
Description: Job Description NO AUTOMOTIVE EXPERIENCE REQUIRED WE PAY YOU WHILE WE TRAIN YOU
Company: Discount Tire
Location: Prescott
Posted on: 04/13/2021

Food Courier - Start Delivering Today
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Sun City
Posted on: 04/13/2021

Supply Chain Mgr
Description: DescriptionImagine working for America's premier manufacturer in a new state-of-the-art advanced manufacturing and distribution campus. The 500,000 Sq ft. climate-controlled facility in Goodyear, AZ will (more...)
Company: Manpower Engineering
Location: Goodyear
Posted on: 04/13/2021

Mammographer Technician Travel
Description: Mammographer Technician Nationwide Travel Assignments / Jobs br br Tired of completing an application just to get informationClick the View or Apply button for HCEN's Free, Quick Short More Information (more...)
Company: HealthCare Traveler (Allied Health)
Location: Buckeye
Posted on: 04/13/2021

Food Courier
Description: Your time. Your Goals. br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider (more...)
Company: Doordash
Location: Sun City
Posted on: 04/13/2021

Food Courier
Description: Your time. Your Goals. br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, (more...)
Company: Doordash
Location: Prescott Valley
Posted on: 04/13/2021

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Scottsdale RSS job feeds