Certified Financial Advisor

Vanguard • Scottsdale, AZ

8d • Hybrid

About The Position

Vanguard is seeking Certified Financial Advisors in Scottsdale, Arizona. Applicants may also be considered for Senior Certified Financial Advisor opportunities. Advisors establish and maintain long-term client relationships, help investors plan for financial goals, and provide personalized financial planning and investment guidance, including disciplined investing approaches and tax management strategies. The role is part of Vanguard’s collaborative, mission-driven culture and follows a hybrid work model: 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 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.
• 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.
• Ability to act as a positive and resilient change agent while fostering collaboration as 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 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.

Benefits

• Competitive salary and 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.
• Hybrid working model with remote work on Monday and Friday.
• Relocation available to those who qualify.

What This Job Offers

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