Certified Financial Advisor

Vanguard; Malvern (Chester County); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Performance Bonuses

Merit-Based Salary Increases

Partnership Plan

Job summary

Vanguard is seeking a Certified Financial Advisor in Malvern, PA. In this role, you'll establish long-term client relationships, helping them achieve their financial goals. You'll provide tailored investment strategies and financial planning support.

The position offers a hybrid work model, competitive salary, performance bonus, and professional growth opportunities. You are required to have a Certified Financial Planner designation and relevant advisory experience.

Qualifications

• Three years of advisory experience for Financial Advisor role; five for Senior Financial Advisor.
• Experience managing a book of business with proven client satisfaction.
• Knowledge of financial planning and industry regulations.

Responsibilities

• Establish and maintain long-term relationships with clients.
• Help clients plan their financial goals.
• Provide disciplined investing and tax management strategies.

Skills

Financial Planning

Relationship Management

Investment Strategies

Client Satisfaction

Education

Certified Financial Planner designation

Series 7, 63 or 66

Job description

Join Vanguard as a Certified Financial Advisor in Malvern, PA

Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Malvern, PA. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities.

As a Vanguard Advisor, You Will

• Establish, grow, and maintain long‑term relationships with clients.
• Partner with investors to help them plan their financial goals.
• Provide disciplined investing 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 harmonious 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 ability to acquire within 3 months of assuming 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.
• Shown experience managing a book of business with a track record of client satisfaction and loyalty.
• Apply trust and estate planning knowledge to help preserve client’s wealth.
• In‑depth knowledge of financial planning, investment strategies, and industry regulations.
• Positive and resilient change agent while fostering collaboration as both a peer and business partner.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• Relocation available to those who qualify.
• We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.