Certified Financial Advisor

The Vanguard Group • Miami, FL

7d • Remote

About The Position

Vanguard is hiring Certified Financial Advisors for remote opportunities for candidates located in the Miami, Florida area. Applicants may be considered for both Certified Financial Advisor and Senior Certified Financial Advisor opportunities. Advisors will work with clients in Vanguard’s retail division, helping them stay focused on long-term financial goals through personalized investment strategies and financial planning guidance. The role is supported by Vanguard’s investor-first philosophy and research, and involves collaboration with advisors and specialists across the organization. The position must be performed within Florida, with the primary work location in the Miami metropolitan area and a preference for living within 50 miles of Miami unless otherwise approved. Periodic in-person meetings, team events, training, or other business travel may be required. Vanguard does not offer visa sponsorship for this position.

Requirements

• Certified Financial Planner® (CFP®) designation.
• Series 7, 63, or 66 license, or the ability to acquire one within three months of assuming the position.
• Three years of advisory experience for the Financial Advisor opportunity or five years for the Senior Financial Advisor opportunity, 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 a peer and business partner.
• Must perform the role within Florida and maintain a primary work location in the Miami metropolitan area, unless otherwise approved by Vanguard.

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 important financial moments.
• Manage a book of business while supporting client satisfaction and loyalty.

Benefits

• Competitive salary.
• Comprehensive benefits package supporting financial, health, and overall well-being.
• Opportunities for performance bonuses.
• Annual cash award through the Partnership Plan, tied to company performance and client outcomes.
• Merit-based salary increases.
• Professional development.
• Work-life harmony.
• Supportive and inclusive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed