Certified Financial Advisor

The Vanguard Group • Dallas, TX

7d • Hybrid

About The Position

Vanguard is hiring Certified Financial Advisors in Plano, Texas. Applicants may be considered for either the Certified Financial Advisor or Senior Certified Financial Advisor opportunity. Advisors build and maintain long-term client relationships and partner with investors to plan for their financial goals. They provide disciplined investment approaches, tax management strategies, financial planning support, personalized investment strategies, and guidance for important financial moments.

The position follows Vanguard’s hybrid work 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 Series 66 licenses, or the ability to acquire them within three months of assuming the position.
• Five years 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.
• Knowledge of trust and estate planning.
• 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.
• Manage a book of business while supporting 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 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.
• Relocation available to those who qualify.
• Professional development opportunities.
• Hybrid work arrangement.

What This Job Offers

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