Retirement Plan Services Representative (AZ)
- Pay
- $52,000 – $54,000 per year
- Location
- Scottsdale, AZ · Hybrid
- Job type
- Full-time
- Level
- Mid-level
- Education
- Bachelor's degree
- Listed
- 14 days ago
Skills & highlights for this role
- Customer-facing or inbound phone experience
- Strong interpersonal skills
- Client relationship management (CRM)
- Ability to complete SIE (Securities Industry Essentials) exam
- Ability to obtain FINRA Series 6 and Series 63 licenses
- Spanish bilingual proficiency
Also useful
- Undergraduate degree or equivalent experience
- Customer service background
- Financial services knowledge
- Learner's mentality and appetite for financial acumen
What it takes
You don't have to be a financial expert to be an advocate for our clients!
We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. Vanguard will provide you will fully paid training, coaching, and continuous support as you learn the role, company, and industry.
We have seen most success from individuals with
- Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our "crew"
- Customer-facing and/or in-bound phone experience
- A learner's mentality and an appetite for financial acumen
- Undergraduate degree or equivalent experience, preferred
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.
Additional information
Please note, this role is hybrid, and you would be expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
Start date for this role is February 16, 2027.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
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.
Advance your career and our mission
At Vanguard, we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative, you'll be our voice and our clients' advocate, as you help to build hundreds of financial futures.
In this role, you will provide high-quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs - one may need help with a form, the next has never even heard of a mutual fund. You will be assisting with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication. This role will allow you to build your financial acumen and communications skills into a successful career.
Why Vanguard? At Vanguard, we believe in supporting our "crew" personally through all life stages.
Total potential compensation for this role is between $71,100 - $73,100 ($52,000 - $54,000 base salary based on Spanish bilingual proficiency, plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon achieving performance standards.
Vanguard also provides a competitive benefits package to all employees. Some of our benefits include:
- Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63
- A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
- An annual bonus (known internally as partnership) based on company performance
- 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO
- Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition
- Best-in-class medical, dental, and vision coverage with on-site health perks:
- CrewCare: our own onsite health-clinic for you and your loved ones
- ShipShape: onsite fitness center
- LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you.
- Education benefits including tuition reimbursement designed to support you in furthering your education
- Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different!
For a deeper look into our benefits, please visit our Why Vanguard page!
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.
From Vanguard's careers page, first listed on Rolev.ai on October 27, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Retirement Plan Services Representative (AZ) role at Vanguard, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
What is the salary for the Retirement Plan Services Representative (AZ) role at Vanguard?
The Retirement Plan Services Representative (AZ) posting at Vanguard states compensation of $52,000 – $54,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Vanguard's official career site.
Where is the Retirement Plan Services Representative (AZ) job at Vanguard located?
This Retirement Plan Services Representative (AZ) position at Vanguard is located in Scottsdale, AZ (Hybrid). Always check Vanguard's application page for specific state eligibility or relocation policies.
What qualifications are required for Retirement Plan Services Representative (AZ) at Vanguard?
For the Retirement Plan Services Representative (AZ) role, Vanguard highlights a bachelor's degree; experience with Customer-facing or inbound phone experience, Strong interpersonal skills, Client relationship management (CRM), Ability to complete SIE (Securities Industry Essentials) exam, Ability to obtain FINRA Series 6 and Series 63 licenses, Spanish bilingual proficiency. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Retirement Plan Services Representative (AZ) position at Vanguard?
This listing links directly to Vanguard's Workday application page. You can apply directly on Vanguard's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.