High Net Worth Client Case Representative
VanguardScottsdale, Arizona, United States • Charlotte, North Carolina, United States • Dallas, Texas, United States • Pennsylvania, United States
Posted December 29, 2025
65000 - 80000 USD year
Full Time
About the Company
Vanguard is a mission-driven company that aims to make a positive impact on clients' lives through long-term financial wellbeing.
Job Description
Join Vanguard as a High Net Worth Client Case Representative to build meaningful client relationships and provide expert support during critical moments in clients' financial journeys.
Requirements
- Active FINRA Series 7 and 63 licenses
- 1-3 years of experience in financial services
- Strong relationship management skills
- Excellent communication and interpersonal abilities
- Commitment to delivering exceptional client service
Benefits
- Base Salary Range: $65,000 - $80,000
- Hybrid working model