Vanguard

Extended Hours Client Representative

Oklahoma

Sponsorship not specified$64k-$70kDetected 4 days ago

ExcelResearchCommunicationCollaborationMentoring

About the role

You may be eligible for overtime and a shift differential depending on shift schedule.
What it takes: - This job requires the SIE, Series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC).
You'll be empowered to grow, supported by leaders invested in your success, and given the opportunity to make an impact from day one!

Your support will take the complexity off their plate and instill trust as they navigate their investing journey.

After training, you must be able to work at least 37.5 hours per week within shifts that primarily cover overnight and/or weekend hours.

This job requires the SIE, Series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC).
These will be determined by Compliance based on role specific requirements and responsibilities.
Undergraduate degree or equivalent experience required.
Commitment to delivering exceptional client service and excellent communications skills (both written and verbal).
Interest in financial planning, investment advice, and wealth management (preferred but not required).

Base salary range for this role is $64,000 – $70,000 based on relevant experience (plus opportunities for annual partnership bonus after your first year and merit increases).

Base salary range for this role is $64,000 - $70,000 based on relevant experience (plus opportunities for annual partnership bonus after your first year and merit increases).
As a fully licensed candidate, you will receive a one-time $20,000 licensing bonus for bringing your active SIE, Series 7, and Series 63 licenses into the role.
Some holiday coverage will also be required.
Our training, development, culture, and benefits are designed with crew in mind.
Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners.

Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join.

This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.