Certified Financial Advisor

Vanguard; Scottsdale (AZ); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Merit-based salary increases

Comprehensive benefits package

Job summary

Vanguard is seeking a Certified Financial Advisor in Scottsdale, AZ, offering competitive compensation and benefits. The role involves establishing long-term relationships with clients, providing financial planning guidance, and developing personalized investment strategies.

Candidates should have a Certified Financial Planner® designation and advisory experience. The position supports a hybrid working model, allowing for work from home on Mondays and Fridays.

Join Vanguard and grow your career in a supportive, inclusive environment!

Qualifications

• 3+ years of advisory experience as a Financial Advisor or 5+ years for Senior Financial Advisor.
• Ability to manage a book of business with client satisfaction.
• Strong knowledge of trust and estate planning.

Responsibilities

• Establish and grow long-term relationships with clients.
• Provide financial planning guidance and investment strategies.
• Develop personalized investment strategies for clients.

Skills

Client relationship management

Financial planning

Investment strategies

Tax management strategies

Education

Certified Financial Planner® designation

Series 7, 63 or 66

Job description

Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ

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 Scottsdale, AZ. 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.

Responsibilities

• 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

• Competitive salary and performance bonus opportunities.
• Partnership Plan: annual cash award tied to company performance and client outcomes.
• Merit‑based salary increases recognizing achievements and contributions.
• Comprehensive benefits package to support financial, health, and overall well‑being.

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 in advice planning, book of business management, and relationship management.
• 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.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• Relocation available to those who qualify.
• Hybrid working model: in office Tuesdays, Wednesdays and Thursdays; remote Mondays and Fridays.

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