Client Transfer Specialist - Trusted Investor Advisor
Vanguard Group, Inc.
Vanguard Group, Inc. in Scottsdale, AZ is seeking a Client Transfer Specialist for Personal Investor clients. You will be the trusted advisor during onboarding and ownership changes, building relationships and guiding clients through complex financial steps. You must hold FINRA Series 7 and 63 licenses and bring 1-3 years in financial services. The role emphasizes clear communication, autonomy in managing client relationships, and delivering a seamless, compliant experience. #J-18808-Ljbffr Vanguard Group, Inc.
Vacancy posted 5 days ago
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