Certified Financial Advisor

About the role

Join Vanguard as a Certified Financial Advisor in Plano, TX. Vanguard is seeking Certified Financial Advisors to join our team. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career.

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® (CFP®) designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
• Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.
• Show experience managing a book of business with a track record of client satisfaction and loyalty.
• Apply trust and estate planning knowledge to help preserve client’s wealth.
• 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

• Comprehensive benefits package including a performance bonus, partnership plan, and 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.