Certified Financial Advisor

The Vanguard Group • Malvern, PA

6d • Hybrid

About The Position

Vanguard is hiring Certified Financial Advisors in Malvern, Pennsylvania. Depending on qualifications, applicants may be considered for Certified Financial Advisor or Senior Certified Financial Advisor opportunities. The role focuses on building long-term client relationships and helping investors plan and pursue their financial goals through personalized financial planning and investment guidance. Advisors provide disciplined investing approaches, tax management strategies, trust and estate planning knowledge, and additional planning support. The position follows Vanguard’s hybrid working model: in the office Tuesday through Thursday and remotely Monday and Friday. Relocation is available to those who qualify; visa sponsorship is not offered.

Requirements

• Certified Financial Planner® (CFP®) designation.
• Series 7 and Series 63 or Series 66 licenses, or ability to acquire them 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.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• Positive and resilient change-agent approach, with the ability to foster 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.
• Apply trust and estate planning knowledge to help preserve clients’ wealth.
• Manage a book of business while supporting client satisfaction and loyalty.

Benefits

• Competitive compensation 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 opportunities.
• Relocation available to those who qualify.

What This Job Offers

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