Certified Financial Advisor
About The Position
Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Houston, Texas area. This role involves establishing, growing, and maintaining long-term relationships with clients, partnering with investors to help them plan for their financial goals, and providing disciplined investment approaches, tax management strategies, and additional financial planning support. Advisors will develop personalized investment strategies and deliver financial planning guidance for the moments that matter. This position will be considered for both Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While remote, collaboration with experienced advisors and specialists across Vanguard's retail division is expected, supported by Vanguard's investor-first philosophy and industry-leading research.
Requirements
- Certified Financial Planner® designation required.
- Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the 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.
- Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.
- Experience applying trust and estate planning knowledge to help preserve clients' wealth.
- In-depth knowledge of financial planning, investment strategies, and industry regulations.
- A positive and resilient change agent who fosters 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 for their financial goals.
- Provide disciplined investment 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 compensation
- Excellent benefits
- Inclusive culture
- Work-life harmony
- Professional growth
- Supportive and inclusive environment
- Comprehensive benefits package
- Performance bonus
- Partnership Plan (annual cash award tied to company performance and client outcomes)
- Merit-based salary increases
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
