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Client Transfer Specialist – Trusted Investor Advisor
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-09
Listing for:
Vanguard Group, Inc.
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Regulatory Compliance Specialist
Job Description & How to Apply Below
Vanguard Group, Inc. in Scottsdale, AZ is seeking a Client Transfer Specialist for Personal Investor clients. You will be the trusted advisor during onboarding and ownership changes, building relationships and guiding clients through complex financial steps.
You must hold FINRA Series 7 and 63 licenses and bring 1-3 years in financial services. The role emphasizes clear communication, autonomy in managing client relationships, and delivering a seamless, compliant experience.
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