Senior Financial Advisor

The Vanguard Group • Charlotte, NC

382d

About The Position

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.

Requirements

• Proven experience as a financial advisor or similar role.
• Strong understanding of investment strategies and financial planning principles.
• Excellent communication and interpersonal skills to build client relationships.
• Ability to assess clients' financial situations and develop tailored investment plans.

Nice To Haves

• Certified Financial Planner (CFP®) designation.
• Experience with high-net-worth clients.
• Knowledge of tax management strategies.

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 strategies and financial plans for clients with assets ranging from $500,000 to $5M.
• Deliver ongoing financial planning guidance and support to clients.
• Utilize digital experiences and best-in-class research to enhance client interactions and satisfaction.

Benefits

• Hybrid work model allowing flexibility between remote and in-office work.
• Comprehensive health insurance coverage.
• 401k retirement savings plan with matching contributions.
• Professional development opportunities and support for continuing education.

What This Job Offers

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