Certified Financial Advisor

The Vanguard Group • Houston, TX

6d • Remote

About The Position

Vanguard is hiring Certified Financial Advisors for remote opportunities for candidates located in the Houston, Texas area. Applicants may be considered for both Certified Financial Advisor and Senior Certified Financial Advisor opportunities. Advisors work with clients to help them pursue long-term financial goals, supported by Vanguard’s investor-first philosophy, research, and retail division. The role is remote within Texas, with a primary work location expected in the Houston metropolitan area and a preference for residence within 50 miles of Houston unless otherwise approved. Periodic in-person meetings, team events, training sessions, or other business-related travel may be required. Vanguard does not offer visa sponsorship for this position.

The advisor establishes and maintains client relationships, helps investors plan for financial goals, and provides financial planning guidance, investment strategies, and tax management support. Vanguard describes its culture as collaborative and inclusive and emphasizes professional development, work-life harmony, and recognition through competitive compensation, performance bonuses, an annual cash award under the Partnership Plan, and merit-based salary increases.

Requirements

• Certified Financial Planner® designation.
• Series 7, 63, or 66 license, or 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.
• Positive and resilient change agent who fosters collaboration as a peer and business partner.
• Must perform the remote role within Texas and maintain a primary work location in the Houston metropolitan area unless otherwise approved by Vanguard.

Nice To Haves

• Residence within a 50-mile radius of Houston is preferred.

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 life events.
• Manage a book of business while supporting client satisfaction and loyalty.
• Apply trust and estate planning knowledge to help preserve clients’ wealth.
• Collaborate with advisors and specialists across Vanguard’s retail division.

Benefits

• Competitive salary and comprehensive benefits package.
• Performance bonus opportunities.
• Annual cash award through the Partnership Plan, tied to company performance and client outcomes.
• Merit-based salary increases.
• Professional development.
• Work-life harmony.
• Inclusive and supportive work environment.

What This Job Offers

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