Financial Consultant (Sales)

Malvernonsitemid

Posted yesterday · via Workday

About this role

We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps toward their financial futures. In this role, you'll serve as a trusted partner to your book of business. These clients are individuals who have both meaningful needs, and meaningful potential. You’ll bring your passion for client success, your strategic sales mindset, and your consultative approach to deepen relationships, uncover opportunity, and help clients get the most out of what Vanguard offers. You’ll also collaborate with a community of peers—experimenting, coaching, and growing together.…

Read the full description on The Vanguard Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, outreach

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Malvern. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamsoutreach

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