Certified Financial Advisor

While this is a remote role, you'll collaborate with experienced advisors and specialists across Vanguard's dynamic and growing retail division. Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. 

As a Vanguard Advisor, you will:  

• Establish, grow, and maintain long-term relationships with clients.  

• Partner with investors to help them plan for their financial goals.  

• Provide disciplined investment approaches, tax management strategies, and additional financial planning support.  

• Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.  

Why you’ll love working here:  

• Work-life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.  

• Professional growth: Benefit from a workplace that prioritizes your professional development.  

• Inclusive environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.  

Compensation and benefits:  

• At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.  

• Performance bonus: We reward your hard work and dedication with opportunities for performance bonuses.  

• Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.  

• Merit-based salary increases: Your achievements and contributions are recognized through merit-based salary increases.  

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/  

Qualifications:  

• Certified Financial Planner® designation required.  

• Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the position).  

• Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.  

• Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.  

• Experience applying trust and estate planning knowledge to help preserve clients' wealth.  

• In-depth knowledge of financial planning, investment strategies, and industry regulations.  

• A positive and resilient change agent who fosters collaboration as both a peer and business partner.  

Special Factors:  

• This role is designated as remote and must be performed within Texas. Employees are expected to maintain their primary work location within the Houston metropolitan area, with a preference for residing within a 50-mile radius of Houston, unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be required. 

• Vanguard is not offering visa sponsorship for this position.  

 Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!