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HNWI Client Case Lead - Hybrid Financial Advisory

$65k - $80k

Vanguard

Vanguard seeks a High Net Worth Client Case Representative to support Personal Investor clients in Scottsdale, AZ. The role involves building meaningful client relationships and simplifying financial processes. The ideal candidate must hold active FINRA Series 7 and 63 licenses, and should possess 1-3 years of experience in financial services. This full-time position offers a base salary ranging from $65,000 to $80,000, plus a $20,000 licensing bonus for active licenses. Hybrid work model available. #J-18808-Ljbffr

Vacancy posted 4 days ago
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