Certified Financial Advisor

Vanguard•Charlotte, NC

55d•Hybrid

About The Position

Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity.

Requirements

Certified Financial Planner® designation required.
Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.
Shown experience managing a book of business with a track record of client satisfaction and loyalty.
Apply trust and estate planning knowledge to help preserve client’s wealth.
In-depth knowledge of financial planning, investment strategies, and industry regulations.
Positive and resilient change agent while fostering collaboration as both 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 the moments that matter.