Certified Financial Advisor

About the role

Vanguard is seeking Certified Financial Advisors to join our team in Scottsdale, AZ. This role offers competitive compensation, excellent benefits, and a supportive, inclusive environment.

Responsibilities

• Establish, grow, and maintain long-term relationships with clients.
• Partner with investors to help them plan their financial goals.
• Provide disciplined investing approaches, tax management strategies, and additional financial planning support.
• Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

Qualifications

• Certified Financial Planner® designation required.
• Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
• Showed experience managing a book of business with a track record of client satisfaction and loyalty.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• Positive and resilient change agent while fostering collaboration as both a peer and business partner.

Benefits

• Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
• Professional Growth: Benefit from a workplace that prioritizes your professional development.
• Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
• Compensation and Benefits: At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.
• Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.
• Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.
• Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/