Service Access Team Leader managing patient registration activities in the Cancer Center Financial Care team at Duke Health. Ensuring patient privacy and contributing to operational improvements.
About the role
- Financial Advisor Associate at Vanguard focused on client engagement and personalized financial planning solutions. Collaborating with a dynamic team to enhance client satisfaction and achieve financial goals.
Responsibilities
- Identify client needs and collaborate with internal partners to deliver effective solutions.
- Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs, developing customized investment plans.
- Cultivate deep client relationships and high satisfaction through personalized interactions, leveraging digital experiences and investment planning expertise.
- Partner with sales representatives to onboard new clients into advice.
- Lead daily activities in a fast-paced environment, ensuring timely delivery of commitments.
- Maintain accurate client records and ensure adherence to Vanguard's systems, methodologies, and investment guidelines.
- Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively.
- Stay updated on financial planning, capital markets, and the financial services industry.
- Utilize technology to enhance financial planning discussions and work efficiently with clients virtually.
- Join a supportive team environment with opportunities for personal and professional growth.
Requirements
- 1-2 years of experience in advisory or paraplanner roles.
- Undergraduate degree required.
- SIE, Series 65/66 licenses required.
- This job requires a regulatory license and/or registration (e.g. FINRA, NASAA).
- The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
- CFP® preferred, with a commitment to pursue the designation.
- Regulatory licenses and/or registrations as determined by Compliance based on role-specific duties.
Benefits
- Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you with the skills and knowledge needed to excel in your role.
- Career Pathing: We provide clear career progression paths and continuous learning opportunities to help you grow within the company.
- Collaborative Environment: You will work as part of a supportive team to help Vanguard advised clients, ensuring you have the resources and support needed to succeed.
- Impactful Work: Make a real difference in the lives of our clients by providing sound financial advice and helping them achieve their financial goals.
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