The Senior Financial Advisor at Vanguard is responsible for establishing and maintaining long-term relationships with clients, providing personalized investment strategies and financial planning expertise. This role involves assessing clients' financial situations and goals to develop tailored investment plans, ensuring high client satisfaction and loyalty through personalized interactions and expert guidance.
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Job Type
Full-time
Career Level
Senior
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed