Vanguard is seeking Certified Financial Advisors to establish and grow long-term relationships with clients while helping them plan their financial goals
Job Summary
Vanguard is seeking Certified Financial Advisors to establish and grow long-term relationships with clients while helping them plan their financial goals.
The role offers a hybrid working model where employees work in the office Tuesday through Thursday and remotely on Mondays and Fridays.
Compensation includes competitive salary, performance bonuses, and an annual Partnership Plan tied to collective company performance and client outcomes.
Matching Summary
Vanguard is seeking Certified Financial Advisors to establish and grow long-term relationships with clients while helping them plan their financial goals.
Salary
Competitive salary; Performance bonuses and Partnership Plan cash awards; Merit-based salary increases
Skills & Requirements
Must-have
Certified Financial Planner designation
Series 7, 63 or 66 license
Book of business management experience
Investment strategy development
Tax management strategies
Nice-to-have
Trust and estate planning knowledge
Resilient change agent mindset
Collaborative peer partnership skills
Long-term client relationship focus
Key Requirements
CFP® certification required
Series 7, 63, or 66 license (or ability to acquire)