• Internal Wholesaler Training & Development Program

    Vanguard (Charlotte, NC)


    Vanguard is seeking motivated individuals with internal wholesaling experience to join our Training & Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in Vanguard sales strategies, product knowledge, and client relationship management, equipping trainees with the skills needed to excel as an Internal Sales Consultant at Vanguard. After training, depending on readiness, candidates are eligible to get back in territory and partner with an External Sales Executive.

    Key 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.

    Qualifications:

    + 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.

    Benefits:

    + Hands-on training and mentorship from experienced professionals.

    + Opportunity to transition into a full-time Internal Wholesaler role upon successful completion of the program.

    + Competitive compensation and benefits package.

    + Professional development and career growth opportunities.

     

    Special Factors

     

    Sponsorship

     

    Vanguard is not offering visa sponsorship for this position.

     

    About Vanguard

     

    At Vanguard, we don't just have a mission—we're on a mission.

     

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

     

    How We Work

     

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.