Lofty goals, poor customer service, poor training - Investment Specialist Vanguard Employee Review

2.0
Aug 21, 2023
Recommend
CEO approval
Business Outlook

Pros

Help with obtaining series 7 and 63.

Cons

Once you obtain the 7 and 63, there is very little training for the actual role. You're given a total of 4 days of training on very complex financial concepts. You're expected to take on calls from other departments that are out of your scope where you've had little or no training on. The metrics you're expected to meet are only attainable by providing limited information and passing clients onto another representative. Vanguard tells new hires that you only need 1 year in job to be able to promote. Come to find out that the 1 year time in job starts counting once you're out of "apprenticeship" which can last anywhere from 6 months to a year, although this does not apply to employees who are favored amongst their supervisors. You will get burned out quickly as Vanguard cares little about their employees' well-being and only wants you to answer as many phone calls as possible. Their processes are incredibly cumbersome and slow. Most of the resources that are supposed to be utilized to help you are out of date and have conflicting information.

Explore other reviews about Vanguard

5.0
Jul 8, 2026
Recommend
CEO approval
Business Outlook

Pros

Benefits are amazing, good culture mostly

Cons

Middle management can focus too much on politics vs. improvements

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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