College to Corporate - Advice

Vanguard; Charlotte (NC); Hybrid; USD 25,000 - 30,000; Full time

Job summary

Vanguard offers a College to Corporate Advice Internship Program for high-potential undergraduates. This paid summer internship provides hands-on exposure to our mission, investment philosophy and advice services, with mentoring and real-world experience toward CFP® certification.

You will develop your personal financial planning skills, learn how Vanguard distinguishes its advice offering, and work closely with a manager and mentor to prepare for full‑time opportunities, including our

Qualifications

• Undergraduate or graduate degree required; GPA 3.2+ preferred.
• CFP Board-Registered program is required.
• Desire to sit for the CFP exam around graduation.
• Strong communication, analytical, leadership and problem-solving skills.
• Ability to work independently and as part of a team.
• Flexibility, initiative and quick learning ability.
• Results-oriented with ability to manage several priorities.

Responsibilities

• Develop expertise in the personal financial planning process over the summer.
• Learn Vanguard's advice offering and how advisors interact with clients.
• Meet regularly with department manager and internship program manager for coaching.
• Connect with a mentor to build professional relationships.
• Share knowledge and experiences with leaders and your team.

Skills

Effective communication

Analytical skills

Leadership

Problem-solving

Teamwork

Self-motivation

Education

CFP Board-Registered program

Pursuing CFP certification

Undergraduate or graduate degree

Job description

Take a stand for investors Vanguard’s College to Corporate Advice Internship Program is an immersive, hands‑on experience for high‑potential undergrads passionate about becoming Certified Financial Planner™ professionals and pursuing a career at one of the world’s leading investment firms. The paid internship will provide you an opportunity to develop an in‑depth understanding of Vanguard’s mission, investment philosophy, and advice services. You will receive a preview of how these factors impact our clients, employees, and the industry. Here, you will gain real‑world experiences as you advance our mission and stand up for over thirty million investors, worldwide. Make it count!

In this Summer 2027 internship program you will

• Spend the summer developing your expertise of the personal financial planning process and enriching your knowledge of Vanguard’s business.
• Learn about what differentiates Vanguard’s advice offering and get a firsthand look at how our advisors interact with and serve Personal Advisor Services® clients.
• Meet regularly with your department manager and internship program manager, in order to receive personalized coaching and mentorship.
• Connect with a dedicated mentor to provide support and help you navigate the corporate environment and form professional relationships during the course of the program.
• Have the opportunity to share your knowledge and experiences with leaders and your team.

Kickstart a career that counts

Do you have the grit and determination to work and learn in a demanding, unique program? Then take the first step into the constantly evolving field of financial planning. Your real passion for investing with integrity and drive to do what’s right for our clients will propel you through the experience and help you gain experience toward your CFP® certification. We’ll stand by you as you stand up for thirty million investors, worldwide.

Upon successful completion of the program, you will be considered for Vanguard’s full‑time, entry‑level positions, including the Financial Advisor Development Program (FADP). This specialty program is a rotational program designed to provide a work‑training experience in advice and support you during pursuit of the CFP® certification.

What It Takes

The ideal candidate is a current college junior who possesses the following qualities:

• Undergraduate or graduate degree (required). Cumulative GPA of 3.2 or higher preferred.
• Currently enrolled in a CFP Board‑Registered program (required).
• Desire to sit for the CFP® exam before or after graduation.
• Effective communication, analytical, leadership, and problem‑solving skills.
• Ability to work well, independently, and as part of a team.
• Flexibility, drive to take initiative, and the ability to learn quickly.
• Results‑oriented with the ability to manage several priorities.

Special Factors

• At this time Vanguard is only considering candidates that will not now, or in the future, need sponsorship or other immigration support to obtain US work authorization.
• This program is a full‑time, paid summer internship for the Summer 2027.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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.