Certified Financial Advisor — Hybrid, Growth & Client Impact

The Vanguard Group; Malvern (Chester County); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Relocation assistance

Job summary

The Vanguard Group is seeking Certified Financial Advisors in Malvern, PA to build long-term client relationships, plan financial goals, and deliver tailored investment strategies. This role offers a hybrid schedule with in-office Tuesdays, Wednesdays, and Thursdays and remote Mondays and Fridays, along with a comprehensive benefits package.

Ideal candidates hold a CFP designation, have Series 7/63/66 or the ability to obtain, and bring 3–5 years of advisory experience.

Qualifications

• CFP designation required.
• Series 7/63/66 (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.

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.

Skills

Relationship management

Financial planning

Investing strategies

Regulatory knowledge

Client onboarding

Communication skills

Education

Certified Financial Planner® designation

Job description

The Vanguard Group is seeking Certified Financial Advisors in Malvern, PA to build long-term client relationships, plan financial goals, and deliver tailored investment strategies. This role offers a hybrid schedule with in-office Tuesdays, Wednesdays, and Thursdays and remote Mondays and Fridays, along with a comprehensive benefits package.

Ideal candidates hold a CFP designation, have Series 7/63/66 or the ability to obtain, and bring 3–5 years of advisory experience.