Certified Financial Advisor

The Vanguard Group • Tampa, FL

6d • Remote

About The Position

Vanguard is hiring Certified Financial Advisors for remote opportunities for candidates located in the Tampa, Florida area. Applicants may be considered for both Certified Financial Advisor and Senior Certified Financial Advisor opportunities. Advisors work with clients and collaborate with experienced advisors and specialists across Vanguard’s retail division, using the firm’s investor-first philosophy and research to help clients stay focused on long-term financial goals.

The role involves building long-term client relationships, helping investors plan for financial goals, and providing investment approaches, tax management strategies, and financial planning support. Advisors develop personalized investment strategies and provide financial planning guidance. The position is designated remote and must be performed within Florida. Employees are expected to maintain their primary work location in the Tampa metropolitan area, with a preference for living within 50 miles of Tampa unless otherwise approved. Periodic attendance at 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.
• Positive and resilient change agent who fosters collaboration as a peer and business partner.

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.

Benefits

• Competitive salary and comprehensive benefits package.
• Performance bonus opportunities.
• Annual cash award through the Partnership Plan tied to company performance and client outcomes.
• Merit-based salary increases.
• Professional development.
• Work-life harmony.
• Supportive and inclusive environment.

What This Job Offers

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