Extended Client Representative

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” As an Advice & Wealth Management Extended Hours Client Representative, you will efficiently serve our clients through phone and chat channels during non-traditional business hours.

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

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). You may be eligible for overtime and a shift differential depending on shift schedule. As a fully licensed candidate, you will receive a one-time $20,000 licensing bonus for bringing your active SIE, Series7, and Series
63 licenses into the role. Training hours are8:30am–5:00pm ET. After training, you must be able to work urs per week within shifts that primarily cover overnight and/or weekend hours. Some holiday coverage will also be required. This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all your work duties from your approved home address/state.

Answer inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth Management clients during non-traditional business hours, which may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions. Foster trust and reliability through consistent, high‑quality service. Educate clients on Vanguard’s product and service offerings to enhance the client experience and fulfill investment needs.

Develop and maintain current knowledge of Vanguard’s funds, services, and technology, as well as an understanding of current market factors and how they affect Vanguard’s funds and products. Participate in special projects and perform other duties as assigned.

• This job requires the SIE, Series7 &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).
• Learning agility to navigate continuously evolving desktop applications and technology‑based advice offers.

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. Our training, development, culture, and benefits are designed with crew in mind. We will provide you with:
Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients. 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. Hands‑on coaching by purpose‑driven leaders to help you excel in your current role, and prepare you for the next.

• Weekday Shifts (5days/week):
  Monday–Friday, 6:00PM–2:30AM ET (2nd Shift)
• Weekday Shifts (5days/week):
  Monday–Friday, 1:30AM–10:00AM ET (3rd Shift)
• Weekend Compressed Shifts (4days/week):
  Friday–Monday, 8:00AM–6:30PM ET (Weekend Day Shift)
• Weekend Compressed Shifts (4days/week):
  Friday–Monday, 1:00AM–11:30PM ET (Weekend3rd Shift)

Vanguard is not offering visa sponsorship for this position.