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 Austin, Texas area. Applicants may be considered for both Certified Financial Advisor and Senior Certified Financial Advisor opportunities. Advisors collaborate with experienced advisors and specialists across Vanguard’s retail division and support clients’ long-term financial goals through personalized planning and investment guidance.

The role focuses on developing and maintaining lasting client relationships, helping investors plan for financial goals, and providing disciplined investment approaches, tax management strategies, and broader financial planning support. The position is remote but must be performed within Texas. Employees are expected to maintain their primary work location in the Austin metropolitan area, with a preference for living within 50 miles of Austin 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® 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 both a peer and business partner.
• Must perform the remote role within Texas and maintain a primary work location in the Austin metropolitan area; living within 50 miles of Austin is preferred unless otherwise approved.
• Must be able to attend periodic in-person meetings, team events, training sessions, or other business-related travel when required.
• Visa sponsorship is not offered.

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.
• Apply trust and estate planning knowledge to help preserve clients’ wealth.

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.
• Work-life harmony.
• Professional development.
• Supportive and inclusive work environment.

What This Job Offers

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