Earlier this year, we organized a fireside chat highlighting Vanguard’s advisory business, where leaders discussed how Vanguard is bringing advice to traditionally underserved segments at scale and shared career options and best practices for those interested in pursuing a career within Vanguard’s Personal Advisor Services group. The event featured two of Vanguard’s most prestigious women in advice, Janelle McDonald, Head of Product Management and Strategy for Personal Advisor Services, and Massy Williams, CFA and the Principal and Head of Strategic Operations for Financial Advisor Services.
The event was amazing! Janelle and Massy were able to explain where Vanguard fits within the broader advisory and wealth management industry, as well as provide an overview of the competitive landscape. They also opened up about how Vanguard has maintained its standing in the industry due to the quality of service that we offer at a competitive price as well as the commitment we have made to do what is best for our clients. Massy shared, “Vanguard has been consistent in telling investors to be disciplined, stay the course, and remain committed to their long-term investment plans.” This spoke to me because it is essentially the reason that I love being a Financial Advisor with Vanguard; we are equipped with the organization’s methodology and are empowered to do what is best for our clients to ensure they are successful long-term.
Lastly, one of my favorite moments from the event was being able to hear more about career pathing within Vanguard’s advisory business. Janelle highlighted a wide range of options that are available to crew, from client facing roles, such as Financial Advisors, to product ownership opportunities that help shape how we deliver advice to our clients. There are a lot of possibilities, and that leaves me excited about the future.
Interested in exploring our Financial Advisor opportunities? Click here to learn more.