Certified Financial Planner

ZipRecruiter; Newtown Square (Delaware County); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Join a leading financial institution as a Certified Financial Planner in Newtown Square, PA. This role involves establishing client relationships, providing financial planning guidance, and developing investment strategies. Vanguard offers competitive compensation, a supportive environment, and opportunities for professional growth.

Benefits

Performance Bonus

Merit-Based Salary Increases

Partnership Plan

Work-Life Harmony

Professional Growth Opportunities

Qualifications

• CFP designation required.
• Three years of advisory experience for Financial Advisor, five years for Senior Financial Advisor.
• In-depth knowledge of financial planning and industry regulations.

Responsibilities

• Establish and maintain long-term relationships with clients.
• Provide disciplined investing approaches and financial planning support.
• Develop personalized investment strategies.

Skills

Client Relationship Management

Financial Planning

Investment Strategies

Tax Management

Education

CFP designation

Series 7, 63 or 66

Job description

Job Description

Join Vanguard as a Certified Financial Planner in Newtown Square, PA

Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP) to join our team in Newtown Square, 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 the Financial Advisor and Senior Financial Advisor opportunities.

As a Vanguard Advisor, You Will:

1. Establish, grow, and maintain long-term relationships with clients.
2. Partner with investors to help them plan their financial goals.
3. Provide disciplined investing approaches, tax management strategies, and additional financial planning support.
4. 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

Qualifications:

• CFP 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.

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

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.