Financial Planning & Coaching Senior Specialist

Financial Planning & Coaching Specialist

The Financial Planning & Coaching Specialist role is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) team in Vanguard's Financial Advisor Services (FAS), Advisor Solutions department. In this role, candidates will fulfill FAS's mission of being the "advisor to the advisor" and engage with a variety of FAS clients as a sought after and valued expert.

Responsibilities will include serving as an ambassador, presenting and / or consulting with advisors, and at times, their end clients. In addition, FP&C Specialists support our FAS Sales crew in upskilling and positioning the offer to their clients. And finally, as a Senior Specialist, you'll play a critical role in expanding and enhancing the growing portfolio of financial planning solutions we offer to advisors. Examples of topics currently included in our portfolio include : Health Care Cost Planning, Social Security Planning, Tax Planning, Legacy & Estate Planning, Retirement Income, and Behavioral Coaching.

Key Responsibilities :

• Ambassadorship - Serve as an ambassador on select financial planning solutions, representing VG in 1-many events and 1 : 1 advisor consultations.
• Sales Enablement Serve as a "go to" expert for FAS Sales on the Financial Planning & Coaching Offer. Also responsible for training FAS Sales on these topics and providing resources to aid Sales in distribution efforts.
• Offer Evolution - Provide expert consultation in solution development and enhancement discussions.
• Content origination : Contribute to authoring new advisor and end-client content and presentations to support offer distribution via both Sales and Marketing.
• Stakeholder Management Serve as a liaison to FAS Sales and advice partners throughout the enterprise.

Key Attributes for Success :

What It Takes :

Vanguard is not offering visa sponsorship for this position.

At Vanguard, we don't just have a missionwe'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.

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.