CFP Financial Advisor - Hybrid Role with Growth & Impact

Vanguard; Malvern (Chester County); Hybride; USD 110 000 - 160 000; Plein temps

Avantages offerts par ce poste

Performance Bonus

Partnership Plan

Merit-Based Salary Increases

Comprehensive benefits package

Résumé du poste

Vanguard is hiring a Certified Financial Advisor in Malvern, PA to build and maintain client relationships and deliver comprehensive financial planning and portfolio guidance. This role offers competitive compensation, robust benefits, and a supportive, inclusive environment.

As a Vanguard Advisor, you will establish client relationships, collaborate with investors on financial goals, and apply disciplined investing and tax strategies.

Qualifications

• CFP certification is required.
• Licensing: Series 7/63/66 or ability to acquire within 3 months.
• 3–5 years of advisory experience or 5 years for Senior Advisor role.
• Experience managing a book of business with client satisfaction.

Responsabilités

• Establish and grow long-term client relationships.
• Partner with investors to plan financial goals.
• Provide disciplined investing, tax strategies, and financial planning guidance.
• Develop personalized investment strategies and deliver planning guidance.

Connaissances

Relationship management

Communication

Financial planning

Formation

CFP designation

Series 7/63/66 licenses

Advisory experience 3–5 years

Description du poste

Vanguard is hiring a Certified Financial Advisor in Malvern, PA to build and maintain client relationships and deliver comprehensive financial planning and portfolio guidance. This role offers competitive compensation, robust benefits, and a supportive, inclusive environment.

As a Vanguard Advisor, you will establish client relationships, collaborate with investors on financial goals, and apply disciplined investing and tax strategies.