Investment Associate
Join the team that is the voice of Vanguard to over 5.2 million individual investors, and launch a dynamic career in the financial services industry with a position in Vanguard’s Retail Investor Group (RIG).
As an Investment Associate your typical day includes:
- Assisting all types of investors with meeting their financial goals-the young adult opening a first account, a family saving for a child‘s college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan.
- Developing relationships with clients to understand their unique investment needs and position appropriate products or solutions.
This job is for you if you:
- Have strong communication and relationship management skills.
- Excel in explaining complex information in ways that are easy to understand.
- Are looking to develop your business and financial acumen.
- Want to be part of a small team that’s motivated by helping others and serving the best interests of our investors.
- Like to work hard and have a thirst for knowledge
- Are flexible and thrive in fast-paced work environments.
- Aspire to a successful career in financial services.
- Crave an environment where you can develop professionally and personally.
- Want to enjoy coming to work every day because you care about your teammates and the investors you support.
- Share our commitment to strengthening communities by donating time, talent, and treasure.
Qualifications:
- Undergraduate degree (in Finance related field is preferred however all majors will be considered) or equivalent combination of training and experience.
- Minimum two to three years of general client service experience.
- Demonstrate a high degree of knowledge regarding Vanguard products, services, and systems.
- Strong organizational and time management skills.
- Ability to interact effectively and communicate with clients, peers, and management.
- Exceptional client service skills.
- Effective problem solving, writing and decision making skills.
- Excellent oral and written communication skills.
- Ability to work independently in a quickly changing environment.
- The ability to obtain your Series 7 & 63 licenses.
Bring your future to Vanguard
Build a successful career with one of the world’s largest investment management companies. Your experience as an Investment Associate can lead to a Vanguard career in advice, sales, relationship management, leadership, and much more. Whether you have a background in financial services or are interested in building your knowledge in finance and business, you’ll receive comprehensive training that will prepare you to succeed. And you’ll be supported by a culture that is focused on your continued professional and personal development.
Sound like you? Apply now!
Note: Vanguard cannot offer visa sponsorship for this position. Additionally, your employment is contingent on a successful drug-screening result.
In order to be considered for this role, you must apply via this link: