Financial Advisor Manager; Personal Advisor Services | High Net Worth Advice

Vanguard • Scottsdale, AZ

27d • Hybrid

About The Position

As a Financial Advisor Manager within Vanguard's High Net Worth Advice business, you will lead a team of CFP® professionals serving successful individuals and families with approximately $500,000 to $5 million in investable assets. These clients rely on Vanguard for trusted guidance, sophisticated financial planning, and long-term wealth management strategies. This role is suited for a leader passionate about developing talent, fostering a culture of coaching and accountability, and enabling advisors to deliver exceptional client outcomes at scale. You will have the opportunity to influence the growth and success of experienced advisors while assisting thousands of clients in achieving their most important financial goals through Vanguard's unique client-first approach.

Requirements

• Five years related work experience in financial services.
• Undergraduate degree or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Nice To Haves

• Supervisory experience preferred.
• Graduate degree preferred.

Responsibilities

• Lead a team of experienced financial advisors by providing coaching, mentoring, and performance leadership that elevates both the advisor and client experience.
• Coach advisors to strengthen financial planning, relationship management, and client engagement skills.
• Create an environment focused on accountability, collaboration, development, and continuous improvement.
• Provide ongoing feedback that helps advisors maximize their impact and professional growth.
• Foster a culture where advisors can thrive and do their best work.
• Partner with advisors to deliver personalized wealth management solutions that help clients navigate complex financial decisions with confidence.
• Support advisors in addressing sophisticated planning and investment needs.
• Promote a consistent, high-quality client experience built on trust and fiduciary advice.
• Help advisors deepen client relationships and uncover opportunities to serve clients more holistically.
• Champion a client-first mindset in every interaction.
• Leverage data, insights, and business judgment to improve advisor effectiveness and team results.
• Monitor performance trends and identify opportunities to improve advisor and client outcomes.
• Partner with leaders and business stakeholders to drive strategic initiatives.
• Support organizational change while maintaining team engagement and effectiveness.
• Balance growth, client experience, and risk management priorities.
• Model Vanguard's commitment to putting clients first.
• Ensure adherence to regulatory requirements and firm policies.
• Coach advisors on risk awareness, supervision, and professional standards.
• Promote a culture of compliance, accountability, and ethical decision-making.
• Serve as a role model for leadership, professionalism, and fiduciary excellence.

Benefits

• Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree