Client Relationship Associate - Client Relationship Associate Vanguard Employee Review

5.0
Jul 2, 2012
Recommend
CEO approval
Business outlook

Pros

3 months of training to get you acquainted with the company and get your Series 7 and 63 licenses Amazing benefits (health, vision, dental, 401k, PTO, etc.)

Cons

Training for the license exams is shorter compared to other companies, but they bring in instructors in order to help speed the process along. There is just a lot of outside work involved when studying for the Series 7.

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5.0
Jun 22, 2026
Recommend
CEO approval
Business outlook

Pros

Strong training platform Good benefit Pension plan

Cons

Not receive partnership first year The pension plan will vest in 6 years

2.0
Jul 8, 2026
Recommend
CEO approval
Business outlook

Pros

Remote opportunity which is great Getting to learn the industry

Cons

Micromanage Training was not effective Heavy call volume Constantly changing lunch no consistency on any given week After training support is poor (a link is the answer to your question) Team leaders who also dont know how to resolve an issue.

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