Certified Financial Advisor

Vanguard • Charlotte, NC

104d • Hybrid

About The Position

Join Vanguard as a Certified Financial Advisor in Charlotte, NC. Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.

Requirements

• CFP designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
• Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
• Shown 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.

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.

Benefits

• Competitive salary.
• Performance Bonus: Opportunities for performance bonuses.
• Partnership Plan: Annual cash award tied to company performance and client outcomes.
• Merit-Based Salary Increases: Recognized through merit-based salary increases.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree