Vanguard
10,000+ employees
Founded 1975
💸 Finance
🤝 B2B
👥 B2C
💰 $2.5M Secondary Market on 2021-12
Finance • B2B • B2C
Vanguard is a global investment management company known for putting investors at the center of its mission. It offers a wide range of investment products including mutual funds and exchange-traded funds. Vanguard's commitment to its clients is reflected in its culture of teamwork, inclusivity, and long-term results, as well as its focus on fairness and giving investors the best chance for investment success. Vanguard operates with a strong emphasis on embracing diverse perspectives and experiences.
Financial Advisor
🕒 December 17, 2025
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Vanguard
10,000+ employees
Founded 1975
💸 Finance
🤝 B2B
👥 B2C
💰 $2.5M Secondary Market on 2021-12
Finance • B2B • B2C
Vanguard is a global investment management company known for putting investors at the center of its mission. It offers a wide range of investment products including mutual funds and exchange-traded funds. Vanguard's commitment to its clients is reflected in its culture of teamwork, inclusivity, and long-term results, as well as its focus on fairness and giving investors the best chance for investment success. Vanguard operates with a strong emphasis on embracing diverse perspectives and experiences.
📋 Description
• Client Engagement: Identify client needs and collaborate with internal partners to deliver effective solutions. • Personalized Consultations: Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs, developing customized investment plans. • Client Satisfaction: Cultivate deep client relationships and high satisfaction through personalized interactions, leveraging digital experiences and investment planning expertise. • Business Development: Partner with sales representatives to onboard new clients into advice. • Daily Operations: Lead daily activities in a fast-paced environment, ensuring timely delivery of commitments. • Compliance: Maintain accurate client records and ensure adherence to Vanguard's systems, methodologies, and investment guidelines. • Acumen Building: Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively. • Stay updated on financial planning, capital markets, and the financial services industry. • Technological Proficiency: Utilize technology to enhance financial planning discussions and work efficiently with clients virtually. • Team Collaboration: Join a supportive team environment with opportunities for personal and professional growth.
🎯 Requirements
• 1-2 years of experience in advisory or paraplanner roles. • Undergraduate degree required. • SIE, Series 65/66 licenses required. • This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). • The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. • CFP® preferred, with a commitment to pursue the designation. • Regulatory licenses and/or registrations as determined by Compliance based on role-specific duties.
🏖️ Benefits
• Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you with the skills and knowledge needed to excel in your role. • Career Pathing: We provide clear career progression paths and continuous learning opportunities to help you grow within the company. • Collaborative Environment: You will work as part of a supportive team to help Vanguard advised clients, ensuring you have the resources and support needed to succeed. • Impactful Work: Make a real difference in the lives of our clients by providing sound financial advice and helping them achieve their financial goals.
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