Workplace Financial Consultant, Senior Specialist: Concierge

Scottsdaleonsitesenior

Posted today · via Workday

About this role

Help Google plan participants make confident financial decisions through personalized financial advice, retirement planning guidance, and an exceptional client experience. As a Vanguard Situational Advisor (VSA) on the Google Concierge Team, you will help participants navigate important financial decisions through personalized, one-on-one guidance. Working within a team-based advice model, you will deliver point-in-time financial planning and investment recommendations while supporting a high-quality participant experience and broader plan sponsor relationship. Advisors engage participants during key financial moments, helping them assess options, evaluate tradeoffs, and take meaningful steps toward their financial goals.…

Read the full description on Van Tuyl / Berkshire Hathaway Automotive'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

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2

Level fit

This role is senior-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 Scottsdale. We weight your proximity and willingness to relocate.

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