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External Wholesaler for Financial Advisor Services (FAS), USA-PA-King of Prussia
External Wholesaler for Financial Advisor Services (FAS)
Company: Vanguard Group  
Location:   USA-PA-King of Prussia  
Remuneration:   base salary + bonus  
Position Type:   Permanent  
Employment type:   Full time  
Work permit req:   USA  
Updated:   17 Nov 2009  
eFC Ref no:   584793  
 


In this role you will raise awareness of Vanguard's exchange-traded fund through targeted prospecting activities including cold calling, direct mail campaigns, face-to-face client meetings as well as national and regional industry conferences.

Vanguard, a world leader in financial services, is seeking an External Wholesaler for our Financial Advisor Services (FAS). You will be responsible for new business development and relationship management within a dedicated channel and geographical territory. You will serve as a trusted advisor to financial advisors by leveraging your knowledge of their investment philosophy, client bases and product preferences.

In this role you will raise awareness of Vanguard's exchange-traded fund through targeted prospecting activities including cold calling, direct mail campaigns, face-to-face client meetings as well as national and regional industry conferences. You will also partner with advisors and firms to participate in special events, client seminars and key producer educational meetings. Lastly, you will contribute to FAS team objectives that will have a positive impact on the overall success of our wholesaling initiatives and report sales results using Vanguard's unmatchable excellence programs.

Position Qualifications:

- Master's or professional designations (CIMA, CFP, CFA) a plus.

- Minimum of eight years' financial services experience, with five years of intermediary sales/external wholesaling experience.

- Thorough knowledge of various intermediary channels, including broker/dealers, registered investment advisers, trust institutions, and insurance companies.

- Comprehensive investment product and capital markets knowledge.

- Superior relationship management and presentations skills.

- Ability to work independently at a consistently high level.

- Strict adherence to Vanguard's code of ethics policies.

- Series 7 and 63 licenses.

- Proficiency with Microsoft Office applications and CRM programs.

- Ability to meet a high travel requirement.

Vanguard, a leading financial company, offers a competitive Total Rewards package of cash compensation, benefits, work-life programs, and conveniences. Employment is contingent on a successful drug-screening result, and we maintain a smoke-free work environment. We are an equal opportunity employer committed to diversity in the workplace.

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Company:
Vanguard Group

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