Internal Wholesaler Training & Development Program
| Company | Vanguard |
|---|---|
| Location | Malvern, PA, USA, Charlotte, NC, USA, Scottsdale, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Series 7, 63
- Certifications: CIMA, CFP, CFA, CAIA. MBA preferred.
- Wholesaling experience selling mutual funds and/or ETFs required.
- Bachelor’s degree in finance, Business, Marketing, or related field.
- Strong interest in financial services and sales.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Eagerness to learn and adapt in a fast-paced environment.
Responsibilities
- Sales Training: Learn and apply effective Vanguard sales techniques to promote our financial products and services.
- Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds, ETFs, and other investment solutions.
- Client Relationship Management: Develop skills to build and maintain strong relationships with financial advisors and clients.
- Market Analysis: Understand market trends and how they impact our products and sales strategies.
- Communication Skills: Enhance verbal and written communication skills to effectively convey product information and sales pitches.
- Team Collaboration: Work closely with External Sales Executives and other team members to support sales efforts and achieve business goals.
Preferred Qualifications
- MBA preferred.