AWM Financial Planning Strategist, Senior Specialist

Responsibilities

• Serve as an internal authority on various financial planning topics and strategies.
• Partner with team leaders to define a strategic roadmap for financial planning content and capabilities.
• Develop concise, high-impact thought leadership content—including research briefs, presentations, and planning insights—for advisors, clients, and internal stakeholders.
• Collaborate with Vanguard’s Investment Strategy Group and other internal stakeholders to shape the firm’s perspective on key financial planning topics and integrate insights into our advice framework.
• Design and deliver targeted training programs with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies.
• Represent the department in internal and external forums, client webinars, and speaking engagements; provide case consultation on complex client financial planning scenarios.
• Provide case consultations to internal advisors and team members on complex financial planning scenarios.
• Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication.
• Lead or support special projects aligned with the team’s strategic goals.

Qualifications

• Eight years of experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFP or progress towards required; additional designation in financial planning preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

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.