Intern supporting the data - driven investment team at D11Z Ventures. Involvement in AI - powered dealflow processes and assisting investment managers in day - to - day tasks.
About the role
- Financial Advisor guiding clients through investment decisions and financial planning at Vanguard. Collaborating with internal partners to deliver tailored financial solutions for clients' needs.
Responsibilities
- Identifies client needs and works with internal partners to determine tailored solutions aligned with Vanguard’s investment philosophy.
- Partners with sales executives in business development and sales processes to support growth initiatives.
- Maintains accurate client records in CRM systems and ensures compliance with Vanguard methodology, investment guidelines, and regulatory requirements.
- Supports the analysis of client investment risk tolerance, discusses appropriate savings or spending strategies, and provides additional financial planning solutions such as retirement and wealth-building strategies.
- Conducts periodic reviews of portfolios and creates detailed reports addressing ongoing client advisory needs.
- Implements wealth-building strategies based on client goals and Vanguard’s disciplined investment approach.
- Develops a comprehensive understanding of client financial situations through consultative conversations and uncovering key information.
- Develops general knowledge of Vanguard funds, products, and services to educate clients effectively.
- Maintains a broad understanding of financial planning principles, capital markets, and the Financial Services industry.
- Participates in special projects and contributes to process improvements to enhance client experience and operational efficiency.
Requirements
- Two years experience in client relationship management or customer service preferred.
- Experience within Financial Services industry preferred.
- Demonstrated proficiency with CRM systems and strong organizational, time management, and consultative skills.
- Undergraduate degree or equivalent combination of training and experience.
- Progress toward completion of the CFP® examination preferred.
- This job requires a regulatory license - Series 7, Series 66, and/or registration (e.g. FINRA, state, SFC).
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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