Client Transfer Specialist - FINRA Licensed Job at Vanguard Group, Dallas, TX

N0lOMHZtVGNhajcxL1FuSDl6bDVBMzZLV3c9PQ==
  • Vanguard Group
  • Dallas, TX

Job Description

A leading investment management firm is seeking a Client Transfer Specialist to build meaningful relationships with Personal Investor clients. In this role, you will simplify complex financial processes and serve as a trusted advisor through critical client moments. The ideal candidate will have active FINRA Series 7 and 63 licenses, along with 1-3 years in financial services. This position offers a base salary range of $65,000 – $80,000 and operates on a hybrid model, emphasizing flexibility and collaboration. #J-18808-Ljbffr Vanguard Group

Job Tags

Similar Jobs

RECLAIM EDUCATION INC

Founding Board Member Job at RECLAIM EDUCATION INC

 ...dedicated to fostering innovative learning solutions that empower students and communities. This is a volunteer role....  ...mission-driven organization that values collaboration, creativity, and community impact. Flexible work from home options available.... 

Esswein Associates Inc

Landscape Architect Job at Esswein Associates Inc

 ...Esswein Associates is looking for Licensce Landscape architect to work with me on designing High End resdiential designs from the swimming pool to the patios along with the planting. Hopefully work with us on sale of the project fro comission, need to be able to attend... 

HELP USA

Veteran Housing Navigator Job at HELP USA

 ...Program: Marine Terrace | Location: Astoria, New York Position Summary: The Veteran Housing Navigator provides comprehensive, on-site supportive services to residents of Marine Terrace, a 53-unit residential building dedicated to low-income Veterans. This position... 

Cardinal Health

Specialty Pharmacy Technician Job at Cardinal Health

 ...What Retail & Specialty Pharmacy contributes to Cardinal Health Pharmacy Operations is...  ...pharmacy operations that service acute care hospitals, hospital retail customers, ambulatory...  ...looking for a highly motivated pharmacy technician to work in a Cardinal Health managed... 

Levi Ray & Shoup Inc

Business Analyst Specialist Job at Levi Ray & Shoup Inc

 ...Careers Get Hired Our Culture ( Benefits Diversity ( Internships Offices ( LRS Offices Contact ( News Global...  ...( File Transfer Filters Careers Added Mar 23, 2026 Business Analyst Specialist (45996) Milwaukee, WI | Full-time Apply ( For...