Client Representative, Senior Associate

locations

Scottsdale, AZ

Charlotte, NC

Malvern, PA

time type

Full time

posted on

Posted Today

job requisition id

172590

About this job

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission :

"To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."

As a Client Representative, Senior Associate within our Brokerage & Investments Center of Excellence (COE) , you will serve as a trusted resource for clients navigating advanced brokerage needs. This role is designed for individuals who thrive in a fast-paced environment, enjoy solving problems, and want to grow their expertise in financial services.

If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of "crew" in the Center of Excellence!

Hybrid Work Model : In-office (Tuesday-Thursday) and remote flexibility (Monday & Friday)

Compensation

• Total potential compensation for this role is between $66,500 77,500 ($54,000 65,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards.

Responsibilities

We are here to simplify the world of investing and ensure our clients feel supported when they call Vanguard. In this role, you will :

Margin trading and requirements

Qualifications include

How we will help

Choosing the next step in your career path can be a big decisionwe are here to support you every step of the way. We provide :

Special Factors

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

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.

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.