Vanguard appreciates the challenge of re-joining the workforce after an extended time away from a career. To help you overcome these hurdles, Vanguard has created a return-to-work program designed to support individuals as they refresh key skills and explore the possibility of applying their talents towards Vanguard's mission - to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Our 11-week paid 'Returnship' will allow you to learn about Vanguard's culture, history of client advocacy and principles for investing success. Dependent upon performance during the returnship, participants may be offered a full-time position at Vanguard. You can help our clients achieve their ambitions and realize your own.
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In this role you will
- Engage with crew and leaders of Vanguard as you learn how to advocate for investor well-being using Vanguard's principles for investment success.
- Receive coaching and support from industry professionals for a career in business development.
- Observe Vanguard Sales Consultants as they advocate for clients
- Participate in special projects as assigned.
- Candidates will prepare and test (with support) for the Securities Industry Essentials (SIE) exam during the returnship and then, if offered a full-time position upon completion of the returnship, prepare and test for the Series 7, and 66
- The Securities Industry Essentials® (SIE®) Exam is a FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate's knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices.
What it takes
- Undergraduate degree and minimum of two years customer service and client relationship management or sales experience (previous investment industry experience is preferred)
- A passion for investor advocacy and curiosity about the financial services industry
- Ability to conduct a needs analysis and position suitable solutions to address client needs
- Track record of growing responsibilities and success in prior roles
- Self-starter and the ability to work independently
- Series 7 and 66, 7 and 65, or 7 (or ability to acquire within 3 months of assuming position with training and study materials provided).
- Live within commuting distance to Vanguard's offices and willingness and ability to adhere to Vanguard's hybrid work model (Tuesday-Thursday in office, Monday and Friday work from home).
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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
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.