Senior Financial Planning & Coaching Strategist
Vanguard Group
Vanguard Group is seeking a Financial Planning & Coaching Specialist to join their expanding team in California. This role involves serving as a financial planning ambassador, training FAS Sales, and providing expert consultations. Ideal candidates will have eight years of related experience, strong communication skills, and a client-centric mindset. A CFP certification is strongly preferred, along with a Series 7 and 63 license. Travel for in-person events is required. #J-18808-Ljbffr
Vacancy posted 1 day ago
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