Financial Advisor Development Program

About the role

Vanguard is seeking participants for its full-time rotational Financial Advisor Development Program, designed to provide comprehensive exposure across four core business units. This program builds critical skills and knowledge culminating in the ability to manage client portfolios and relationships independently.

Program experience

• Rotate through advisor and client support, retail sales, and advice functions
• Develop skills focused on the seven elements of the personal financial planning process
• Receive robust mentorship from Vanguard CFP® professionals and senior management
• Achieve CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway
• Build network and leadership skills for a career in Personal Investor Advice

Requirements

• Undergraduate degree required
• Cumulative GPA of 3.2 or higher preferred
• Completion of CFP Board-registered undergrad/graduate program, granting eligibility to sit for the CFP® exam within 6 months from hire date, required
• Successful completion of Securities Industry Essentials (SIE) exam prior to start date, required
• Progress towards preparation for or completion of the CFP® exam highly preferred
• Learning agility to successfully pass Series 7 and 66 (or equivalent licenses) within Vanguard's FINRA Licensing Policy timeframe
• Demonstrated leadership capabilities in academic, professional, or community settings
• Industry internship preferred

Qualifications

• Strong commitment for helping and educating clients regarding investment portfolios
• Dedication to Vanguard's mission of providing clients with the best chance for investment success
• Support of Vanguard's values of integrity, focus, and stewardship
• Strong investment orientation and enthusiasm for continuous learning
• Interest in providing asset management services
• Excellent written, verbal, and Client Relationship Management (CRM) skills
• Resilience and positive attitude when faced with challenges
• Ability to navigate ambiguous situations and embrace change
• Ability to work independently and as a team member
• Exceptional time management skills with ability to balance multiple responsibilities

Pay

• Pay for performance, including annual performance bonuses, merit increases, and an annual Partnership bonus

Benefits

• 401(k) contribution 55% above the national average
• Quarterly 401(k) contribution of 10% of eligible pay
• At least 18 paid days off, plus 10 federal holidays
• 77% of medical costs covered (compared to 68% by other financial services companies)
• Health Savings Account (HSA) seed and match – 5x the amount of other contributing employers
• Access to 2x more coaching and therapy sessions compared to other employers
• Caregiving concierge program

Schedule

• Start date: June 2027
• Full-time rotational program