Certified Financial Advisor

Vanguard • Malvern, PA

8d • Hybrid

About The Position

Vanguard is hiring Certified Financial Advisors in Malvern, Pennsylvania, and applicants may also be considered for Senior Certified Financial Advisor opportunities. Advisors establish and maintain long-term client relationships, partner with investors on their financial goals, and provide financial planning support, disciplined investing approaches, and tax management strategies. They develop personalized investment strategies and deliver guidance for important financial decisions. The position is part of Vanguard's hybrid working model, with employees in the office Tuesday through Thursday and working remotely Monday and Friday.

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 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 be 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 and foster 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.
• Relocation available to those who qualify.

What This Job Offers

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