Certified Financial Advisor

The Vanguard Group • Scottsdale, AZ

7d • Hybrid

About The Position

Vanguard is hiring Certified Financial Advisors in Scottsdale, Arizona. Applicants may be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. Advisors build and maintain long-term client relationships, help investors plan for financial goals, and provide personalized financial planning and investment guidance. The role includes disciplined investing approaches, tax management strategies, advice planning, book-of-business management, relationship management, and applying trust and estate planning knowledge to help preserve clients’ wealth. The position follows a hybrid work model: in the office Tuesday through Thursday and remote Monday and Friday. Relocation is available to those who qualify. Vanguard does not offer visa sponsorship for this position.

Requirements

• Certified Financial Planner® designation required.
• Series 7, 63, or 66 license, or ability to acquire one within three months of assuming the position.
• Three years of advisory experience for Financial Advisor opportunities, or five years for Senior Financial Advisor opportunities, 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.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• Positive and resilient approach to change, with the ability to foster collaboration.

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 life events.
• Manage a book of business and support client satisfaction and loyalty.
• Apply trust and estate planning knowledge to help preserve clients’ wealth.
• Foster collaboration as a peer and business partner.

Benefits

• Competitive compensation and salary.
• 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: Mid Level
• Education Level: No Education Listed