CFP Financial Advisor - Hybrid, Client Growth and Planning

The Vanguard Group; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Performance bonus

Partnership Plan

Merit-based salary increases

Job summary

Vanguard Group in Plano, TX is seeking a Certified Financial Advisor to establish and grow client relationships, delivering personalized financial planning and investment guidance. You will partner with investors to set financial goals, apply disciplined investing approaches, and incorporate tax management strategies.

A strong track record in advisory services is essential. Benefits include a competitive salary, performance bonuses, and a hybrid work model with in-office days balanced by remote

Qualifications

• CFP designation required.
• Series 7/63/66 required or ability to acquire within 3 months of starting.

Responsibilities

• Establish, grow, and maintain long-term client relationships.
• Partner with investors to help plan financial goals.
• Provide disciplined investing, tax management, and planning support.

Skills

Relationship management

Financial planning

Investment strategies

Regulatory knowledge

Communication skills

Education

CFP designation

Series 7, 63, 66

Job description

Vanguard Group in Plano, TX is seeking a Certified Financial Advisor to establish and grow client relationships, delivering personalized financial planning and investment guidance. You will partner with investors to set financial goals, apply disciplined investing approaches, and incorporate tax management strategies.

A strong track record in advisory services is essential. Benefits include a competitive salary, performance bonuses, and a hybrid work model with in-office days balanced by remote