Certified Financial Advisor

About the role

Join Vanguard as a Certified Financial Advisor in Malvern, PA. 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.

Requirements

• Certified Financial Planner (CFP®) 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.
• Show 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.

Qualifications

• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
• Show 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

At Vanguard, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. This includes a performance bonus, partnership plan, and merit-based salary increases.

Pay

Vanguard offers competitive compensation for the role.

Schedule

We follow a hybrid working model where you are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• Relocation available to those who qualify.

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. To lead through product and services that transform our clients' lives. To 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.

Empowered to learn, grow, and thrive

Rajesh D., Akua A., Diane T., Kelly P., and Megan M. share their experiences and why they love working at Vanguard.