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HNW Client Relations Advisor; Series

Job in Farmers Branch, Dallas County, Texas, USA
Listing for: The Vanguard Group
Full Time position
Listed on 2026-07-16
Job specializations:
  • Finance & Banking
    Financial Sales
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: HNW Client Relations Advisor (Series 7/63)

The Vanguard Group is seeking a High Net Worth Client Case Representative to serve Personal Investor clients in the United States. You will be the trusted advisor during pivotal moments, guiding clients from onboarding to ownership changes while keeping complex financial processes simple and client-focused.

Role emphasizes relationship building, expert support during critical moments, and educating clients on Vanguard’s offerings to meet investment needs.

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