Financial Advisor

The Vanguard Group • Charlotte, NC

380d

About The Position

The Financial Advisor role at Vanguard involves establishing, growing, and maintaining long-term relationships with clients who have significant assets. Advisors work closely with clients to help them achieve their financial goals through personalized investment strategies and comprehensive financial planning support. This position requires a deep understanding of clients' needs and the ability to provide tailored advice to enhance client satisfaction and loyalty.

Requirements

• Strong interpersonal and communication skills to build client relationships.
• Experience in financial planning and investment strategies.
• Ability to assess clients' financial situations and develop tailored plans.
• Knowledge of tax management strategies and disciplined investing approaches.

Nice To Haves

• Experience working with high-net-worth clients.
• Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst).
• Familiarity with financial planning software and tools.

Responsibilities

• Establish and maintain trusting, long-term relationships with clients.
• Conduct personalized consultations to assess clients' financial situations, goals, and risk tolerance.
• Develop personalized investment plans based on clients' financial planning needs.
• Deliver financial planning guidance and disciplined investing approaches.
• Manage ongoing advice relationships with clients having assets between $500,000 and $5M.

Benefits

• Hybrid work model allowing flexibility between remote and in-office work.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed