Financial Advisor Development Program

Vanguard • Malvern, PA

8d • Hybrid

About The Position

Vanguard's Financial Advisor Development Program is a full-time rotational program designed to build the foundation for a rewarding career in financial planning. Participants will gain comprehensive, hands-on exposure across three core business units, developing critical skills to manage client portfolios and relationships independently. The program focuses on the six elements of the personal financial planning process, with robust mentorship from Vanguard CFP® professionals and senior management. Participants will also work towards achieving their CFP® certification experience requirement through the CFP Board Apprenticeship pathway.

Requirements

• Undergraduate degree required.
• Completion of the CFP Board-registered undergrad/graduate program, granting the eligibility to sit for the CFP® exam within 6 months from hire date, required.
• Successful completion of Securities Industry Essentials (“SIE”) exam prior to start date, required.
• Learning agility to successfully pass the Series 7, and 66 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy.
• Demonstrated leadership capabilities in academic, professional, or community settings.
• Strong commitment for helping and educating clients as it relates to their investment portfolios and dedication to Vanguard’s mission.
• Support of Vanguard’s overarching values of integrity, focus, and stewardship.
• Strong investment orientation and enthusiasm for advancing this knowledge on a continuous basis.
• Interest in providing asset management services.
• Excellent written, verbal, and Client Relationship Management (CRM) skills.
• Exhibit resilience and a positive attitude when faced with challenges and learning opportunities.
• Skillfully navigate ambiguous situations and embrace change.
• Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time management skills.

Nice To Haves

• Cumulative GPA of 3.2 or higher preferred.
• Progress towards preparation for or completion of the CFP® exam highly preferred.
• Industry internship preferred.

Responsibilities

• Receive comprehensive and hands-on exposure across three core business units (advisor and client support, retail sales, and advice) to build critical skills and knowledge.
• Develop skills focused on the six elements of the personal financial planning process.
• Receive robust mentorship opportunities and support from Vanguard CFP® professionals and senior management.
• Achieve CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.
• Manage client portfolios and relationships independently.
• Help steer the financial futures of clients.

Benefits

• Pay for performance, including annual performance bonuses, merit increases, and an annual Partnership bonus.
• Industry-leading retirement savings plans: 401(k) contribution 55% above the national average.
• Quarterly 401(k) contribution of 10% of your eligible pay.
• At least 18 paid days off, plus 10 federal holidays.
• 77% of your medical costs are covered.
• Unparalleled Health Savings Account (HSA) seed and match – 5x the amount as other contributing employers.
• Top-tier programs for your emotional and mental health: Access to 2x more coaching and therapy sessions compared to other employers.
• A caregiving concierge program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level