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Licensed Financial Services Representative – Written/Digital Correspondent
VanguardLicensed Financial Services Representative supporting Vanguard’s clients through digital channels. Handling transactions and providing guidance on investment and retirement-related needs without phone interactions.
Posted 5/19/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
investment transactionsaccount activity resolutionretirement products knowledgefinancial industry knowledgeregulatory understandingclient resolutionsconsultative approachresearch skillsjudgment in complex scenarios
Soft Skills
written communication skillsclient servicingproblem-solvingattention to detailinterpersonal skills
Tools & Technologies
digital messaging channelssecure message centerchat platforms
Certifications & Qualifications
SIESeries 7Series 63
Industry Keywords
financial servicesinvestmentsretirement supportcomplianceclient needs assessment
About the role
Key responsibilities & impact- Serve as the primary point of contact for Personal Investor clients through chat, secure message center, and digital messaging channels (no phone work)
- Respond to requests related to investments, account activity, and retirement products, including executing transactions and resolving complex account issues
- Apply financial industry knowledge and regulatory understanding to ensure accurate, compliant, and timely client resolutions
- Use a consultative approach to identify client needs and appropriately position Vanguard products and services
- Conduct research and follow established procedures while exercising judgment in more complex scenarios
Requirements
What you’ll need- Active FINRA licenses required prior to start: SIE, Series 7, and Series 63
- Minimum of 2 years of related experience in financial services, investments, or retirement support
- Undergraduate degree or equivalent combination of training and experience
- Proven ability to work in a non‑phone, digital client servicing environment or strong written communication skills transferable to chat/email service
Benefits
Comp & perks- Flexible working hours
- Professional development opportunities