Job Summary

We believe that everyone should be given a chance to succeed – and that starts with you. As a Senior CFP Financial Advisor, you’ll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it’s the people, not just the finances that count.

In this role, you will play the role of Financial Planner, Book of Business Manager and Behavioral Coach

At Vanguard, our mission is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. To achieve this mission, Personal Advisor Select’s primary focus in is providing the best, long-term outcomes for clients through digitally enabled, personalized advice delivered at scale through an omnichannel approach across skilled and focused crew and easy-to-use technology. We have made meaningful progress, and our financial advisors play a critical role towards executing our objectives. In this role, you’ll have the opportunity to serve in the following ways:

As Relationship Managers, Advisors are responsible to establish, build upon, and maintain trusting long-term relationships.
As Financial Planners, Advisors provide planning expertise based on client needs.
As Behavioral Coaches Advisors shape client behavior through proactive and reactive outreach, helping them stay focused on their goals.
Be an active part of a collaborative team and share best practices.
Put investors on a path to a successful financial future.

Turn your passion into a world of opportunity

At Vanguard, clients are our most important asset. As a Senior Financial Advisor, you will be tasked with looking out for our clients’ best interests. Your curiosity and real passion for helping people can flourish in this role, where you will work with clients and help guide their success. Here, you’ll discover an abundance of opportunities in a culture that values partnership and collaboration. We support each other’s success while working towards the same goal of standing up for investors across the world.

What it takes:

Minimum of five+ years advisory experience in a client facing role
Extensive client service experience; managing an ongoing book of business
Client Relationship Management mastery
Be a positive, resilient change agent and be a collaborative peer and business partner
Exceptional investment acumen and knowledge of broader planning topics
Shown ability to coach and mentor
Offer clients an educational/consultative approach
Ability to adapt quickly to technology and process changes

What you’ll need:

CFP required
Series 7, 63 or 66 (or ability to obtain within 3 months of assuming position)

Vanguard

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