Advance to Financial Planning Advisor

About the role

Develop practical client relationship management skills and financial acumen through Vanguard’s Advance to Financial Planning Advisor Program—a structured pathway designed to build the next generation of financial advisors. This full-time development program combines real-world client experience, intentional development, and a clear progression into a Financial Advisor role.

• Gain comprehensive, hands-on exposure in a client-facing service role to build critical skills and knowledge through direct interaction with advice clients.
• Benefit from robust mentorship opportunities and support from Vanguard Advice professionals and senior management while building the network and leadership skills to prepare for a career in Personal Wealth Advice.
• Receive dedicated advisor development time, including building skills focused on the seven elements of the personal financial planning process.
• Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.
• After approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor, working within a collaborative team model to build strong client relationships, identify investment needs, and provide tailored financial advice and portfolio management guidance.

Requirements

• Undergraduate degree required.
• Cumulative GPA of 3.2 or higher preferred.
• Completion of a CFP Board registered undergraduate/graduate program or a commitment to pursue the CFP® designation (Vanguard offers a corporate CFP program to support crew in acquiring the designation).
• Successful completion of the Securities Industry Essentials (“SIE”) exam prior to start date, required.
• Learning agility to successfully pass the Series 7 and 63 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy by utilizing resources and support provided by Vanguard.
• Demonstrated leadership capabilities in academic, professional, or community settings.
• Industry internship preferred.
• Strong commitment to helping and educating clients regarding their investment portfolios and dedication to Vanguard’s mission of providing them with the best chance for investment success.
• Support of Vanguard’s overarching values of integrity, focus, and stewardship.
• Strong investment orientation and enthusiasm for advancing this knowledge on a continuous basis.
• Excellent written, verbal, and Client Relationship Management (CRM) skills.
• Exhibit resilience and a positive attitude when faced with challenges and learning opportunities.
• Skillfully navigate ambiguous situations and embrace change.
• Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time management skills.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• The start date for this program will be July 2027.

Benefits

Vanguard’s Total Rewards package reflects our mission and values, providing care, security, and fulfillment for you and your family—today and long-term.

• Pay for performance, including annual performance bonuses, merit increases, and an annual Partnership bonus.
• Industry-leading retirement savings plans: 401(k) contribution 55% above the national average, with a quarterly 401(k) contribution of 10% of your eligible pay.
• At least 18 paid days off, plus 10 federal holidays.
• 77% of your medical costs are covered, compared to 68% by other financial services companies.
• Unparalleled Health Savings Account (HSA) seed and match—5x the amount as other contributing employers.
• Top-tier programs for emotional and mental health: Access to 2x more coaching and therapy sessions compared to other employers.
• A caregiving concierge program, offered by only one in five employers.

Schedule

Vanguard has implemented a hybrid working model for the majority of crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

About Vanguard

At Vanguard, we don’t just have a mission—we’re on a mission to work for the long-term financial wellbeing of our clients, lead through products and services that transform our clients' lives, and learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.