Certified Financial Advisor

Vanguard • Fort Worth, TX

8d • Remote

About The Position

Vanguard is hiring Certified Financial Advisors for remote opportunities for candidates in the Austin, Texas area. Applicants may be considered for both Certified Financial Advisor and Senior Certified Financial Advisor opportunities. The role is part of Vanguard’s retail division and involves collaborating with experienced advisors and specialists to help clients stay focused on long-term financial goals. The role must be performed within Texas, with employees expected to maintain their primary work location in the Austin metropolitan area; residence within 50 miles of Austin is preferred unless otherwise approved. Periodic in-person meetings, team events, training sessions, or other business-related 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 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.
• Must perform the role within Texas and maintain a primary work location in the Austin metropolitan area, unless otherwise approved by Vanguard.

Nice To Haves

• Residence within a 50-mile radius of Austin is preferred.

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 life events.

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.
• Work-life harmony.
• Supportive and inclusive environment.

What This Job Offers

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