- Researches client needs and provides internal partners and clients with asset allocation, portfolio construction, and investment analyses. Develops supporting documentation used to communicate findings and recommendations.
- Oversees the intake process for investment-related questions or requests. Conducts client needs assessments and recommends the allocation of internal resources to address client needs.
- Collaborates with internal investment, finance, and sales partners to respond to investment-related questions or requests from clients and prospects. May travel with internal partners to provide investment expertise and represent Vanguard at client meetings.
- Maintains and produces quarterly client summaries, dashboards, and other reports. Ensures reporting accuracy by researching and resolving discrepancies.
- Serves as a department expert on and vendor relationship manager for data systems and analytical tools.
- Maintains an in-depth understanding of capital markets, asset management, and the Financial Services industry, as well as a deep awareness of competitors and the performance of Vanguard and non-Vanguard funds. Contributes subject matter expertise to Vanguard's external publications.
- Supports the training and development of more junior crew to improve their investment acumen.
- Participates in special projects and performs other duties as assigned.
- Three years' experience in the Financial Services industry or client services preferred.
- Undergraduate degree or equivalent combination of training and experience.
- Progress towards CFA or CFP preferred.
- This job requires a regulatory license and/or registration – FINRA Series 7, 66
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Investment Consultant - Charlotte, United States - Vanguard
Description
Vanguard Wealth Management's vision is to be a trusted partner to our ultra-high-net-worth clients and their families; giving them the best long-term outcomes so they can leave a legacy that fulfills their purpose in the world.
This Investment Consultant's role helps fulfill this mission by partnering with Relationship Managers and Executives to analyze client portfolios, position opportunities to improve client outcomes, and response to clients investment questions.
This work will be delivered through internal consultations with relationship teams, joining calls to talk directly to clients, and creating thought leadership and acumen building content for crew and clients.
The Investment Consultant:
What it takes:
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We 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 Statement
Vanguard'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.
How We WorkVanguard 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.
Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals.We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
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