Certified Financial Advisor

Vanguard • Fort Worth, TX

8d • Hybrid

About The Position

Vanguard is hiring Certified Financial Advisors in Plano, Texas. Applicants may also be considered for a Senior Certified Financial Advisor opportunity. Advisors build and maintain long-term client relationships, help investors plan for their financial goals, and provide disciplined investing approaches, tax management strategies, and financial planning support. They develop personalized investment strategies and provide guidance for important financial decisions.

The role follows Vanguard’s hybrid working model: employees work in the office Tuesday through Thursday and remotely Monday and Friday. Relocation is available to those who qualify. Vanguard does not offer visa sponsorship for this position.

Requirements

• Certified Financial Planner® (CFP®) designation.
• Series 7 and Series 63 or 66 licenses, or ability to acquire the required license(s) within three months of assuming the position.
• Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.
• Experience managing a book of business, with a track record of client satisfaction and loyalty.
• Knowledge of trust and estate planning.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• Ability to act as a positive and resilient change agent and foster collaboration as 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 important moments.
• Manage a book of business while supporting client satisfaction and loyalty.
• Apply trust and estate planning knowledge to help preserve clients’ wealth.

Benefits

• Competitive salary and comprehensive benefits package supporting financial, health, and overall well-being.
• Performance bonus opportunities.
• Annual cash award through the Partnership Plan, tied to company performance and client outcomes.
• Merit-based salary increases.
• Professional development opportunities.
• Relocation available to those who qualify.

What This Job Offers

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