Certified Financial Advisor - Hybrid, Client Growth

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

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!