Associate Personal Banker assisting customers with banking needs at Wells Fargo. Building relationships through exceptional customer service and proactive outreach in Sparks and Reno, NV.
About the role
- Bilingual Virtual Retirement Education Specialist delivering retirement education and investment consultations at Vanguard. Engaging participants through strategic planning and knowledge of Vanguard’s Retail solutions.
Responsibilities
- Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants.
- Delivers professional consultations focused on participants' needs and increasing Vanguard assets through interactions with plan sponsors and participants.
- Maximizes ongoing relationships by assessing client's needs through strategic planning and consultation with relationship managers and plan sponsors.
- Appropriately positions Vanguard services in participant interactions using an enhanced guidance approach and Vanguard investment methodologies.
- Exhibits broad knowledge of Vanguard’s Retail solutions when addressing client needs.
- Leverages participant feedback to make recommendations for future meeting content or to identify broader service and educational opportunities.
- Identifies opportunities to improve existing client service models to strengthen and maintain client relationships.
- Develops and maintains knowledge of Vanguard funds, products, and services.
- Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
- Analyzes department and industry changes and their impact on client service operations.
- Participates in special projects and performs other duties as assigned.
Requirements
- Bachelor’s degree or equivalent combination of education and relevant experience
- Minimum of two years of experience in financial services, retirement planning, or client-facing participant education role
- Strong presentation and consultation skills, with the ability to deliver engaging virtual retirement education and provide needs‑based guidance
- Working knowledge of retail investment products and retirement plan services, with the ability to quickly learn new products, services, and regulations
- Demonstrated ability to build credibility through institutional knowledge, effective communication, and collaboration with internal partners and plan sponsors
- This job requires regulatory licenses and/or registration (e.g. FINRA, state, SFC). Licenses needed: Series 7 or 6 (7 preferred) and Series 63.
- Ability to travel up to 20% , as business needs require.
- Bilingual in Spanish required.
Benefits
- Hybrid working model
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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