Workplace Financial Consultant, CFP/Licensed
Multiple U.S. locations · HybridFull-timeSeen 1 day agoSeen in employer's feed today
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
The Workplace Financial Consultant supports Google plan participants through personalized financial advice, retirement planning guidance, and one-on-one consultations. As part of Vanguard’s Situational Advisor team, the consultant provides point-in-time financial planning and investment recommendations, helps participants evaluate options and take steps toward their goals, and contributes to participant and plan sponsor relationships.
Skills & qualifications
Skills
Qualifications
Full job description
Workplace Financial Consultant, CFP/Licensed
locations
Scottsdale, AZ
Charlotte, NC
Malvern, PA
time type
Full time
posted on
job requisition id
183372
Help Google plan participants make confident financial decisions through personalized financial advice, retirement planning guidance, and an exceptional client experience.
As a Vanguard Situational Advisor (VSA) on the Google Concierge Team, you will help participants navigate important financial decisions through personalized, one-on-one guidance. Working within a team-based advice model, you will deliver point-in-time financial planning and investment recommendations while supporting a high-quality participant experience and broader plan sponsor relationship.
Advisors engage participants during key financial moments, helping them assess options, evaluate tradeoffs, and take meaningful steps toward their financial goals.
Responsibilities:
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Deliver personalized, point-in-time financial planning and investment guidance through virtual consultations.
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Evaluate participants' goals, financial situations, and retirement needs to provide appropriate recommendations.
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Conduct discovery conversations and build trusted relationships that support positive participant outcomes.
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Serve as a resource on workplace retirement plans, investments, and financial planning topics.
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Collaborate across teams to support participant needs and plan sponsor objectives.
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Participate in business initiatives and special projects.
Qualifications
Required
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CFP® designation required.
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FINRA Series 7 and Series 63 licenses required, or ability to obtain within established timelines after hire.
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Minimum three years of experience providing financial planning, retirement planning, investment guidance, or participant/client relationship management within the financial services industry.
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Excellent verbal and written communication skills, with the ability to simplify complex financial concepts and build trust through consultative conversations.
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Strong financial planning and investment knowledge with the ability to apply advice to individual participant situations.
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Demonstrated adaptability and ability to operate successfully in an evolving environment.
Preferred
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Experience supporting participants within defined contribution retirement plans or workplace retirement programs.
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Experience delivering participant-facing financial planning or investment guidance.
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Experience building trusted relationships and helping individuals navigate complex financial decisions.
What Success Looks Like
Successful advisors deliver exceptional participant experiences, provide actionable financial guidance, and help participants take meaningful steps toward their goals. Success is driven by participant outcomes, advice quality, collaboration, and contribution to the overall participant and plan sponsor experience.
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.
How this job compares
Set against the 3,665 open Financial Advisor jobs on Olive Jobs, counted November 5, 2026.
- Pay
- This postingNot listed
- Arizona median$50–100K/yr23 salary ranges
- US median$25–38/hr87 hourly ranges
- Openings
- Olive Jobs lists 87 open Financial Advisor jobs in Arizona and 3,665 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in Arizona
- JPMorgan Chase20 open
- Bank of America19 open
- Edward Jones15 open
- Experience
- This posting asks for at least 3 years of experience; Financial Advisor postings that state a minimum ask for 2 years at the median (2,007 postings).
- Education
- 1,082 of the 3,665 open Financial Advisor jobs (30%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 5, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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