Financial Advisor Manager; Personal Advisor Services | High Net Worth Advice

The Vanguard Group; Scottsdale (AZ); Hybrid; USD 120,000 - 180,000; Full time

Job summary

The Vanguard Group is seeking a Financial Advisor Manager within the High Net Worth Advice team in a hybrid work setting. You will lead CFP professionals serving individuals with $500k to $5M in investable assets, coaching them to deliver superior wealth management outcomes and fiduciary guidance.

You’ll develop talent, foster a coaching culture, and drive growth while ensuring client-first service and compliant practices across advisory teams.

Qualifications

• Five years related work experience in financial services.
• Supervisory experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

Responsibilities

• Develop and inspire high-performing advisors and lead a team of CFP professionals.
• Coach advisors to strengthen financial planning, client engagement, and relationship management.
• Balance growth, client experience, and risk management while maintaining compliance.
• Drive performance through data-driven insights and collaboration with stakeholders.

Skills

Leadership

Coaching

People Management

Financial Services Knowledge

Regulatory Compliance

Education

Bachelor's Degree

Graduate Degree

Job description

Lead Exceptional Advisors. Help Shape the Future of Advice. At Vanguard, we're redefining what great wealth management looks like. As a Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of CFP® professionals who serve successful individuals and families with approximately $500,000 to $5 million in investable assets. These clients depend on Vanguard for trusted guidance, sophisticated financial planning, and long-term wealth management strategies. This role is ideal for a leader who is passionate about developing talent, creating a culture of coaching and accountability, and helping advisors deliver exceptional client outcomes at scale. You'll have the opportunity to influence the growth and success of experienced advisors while helping thousands of clients achieve their most important financial goals through Vanguard's unique client-first approach.

What You'll Do

• Develop and Inspire High-Performing Advisors
• Lead a team of experienced financial advisors by providing coaching, mentoring, and performance leadership that elevates both the advisor and client experience.
• Coach advisors to strengthen financial planning, relationship management, and client engagement skills.
• Create an environment focused on accountability, collaboration, development, and continuous improvement.
• Provide ongoing feedback that helps advisors maximize their impact and professional growth.
• Foster a culture where advisors can thrive and do their best work.
• Elevate Client Outcomes
• Partner with advisors to deliver personalized wealth management solutions that help clients navigate complex financial decisions with confidence.
• Support advisors in addressing sophisticated planning and investment needs.
• Promote a consistent, high-quality client experience built on trust and fiduciary advice.
• Help advisors deepen client relationships and uncover opportunities to serve clients more holistically.
• Champion a client-first mindset in every interaction.
• Drive Team and Business Performance
• Leverage data, insights, and business judgment to improve advisor effectiveness and team results.
• Monitor performance trends and identify opportunities to improve advisor and client outcomes.
• Partner with leaders and business stakeholders to drive strategic initiatives.
• Support organizational change while maintaining team engagement and effectiveness.
• Balance growth, client experience, and risk management priorities.
• Lead with Integrity and Sound Judgment
• Model Vanguard's commitment to putting clients first.
• Ensure adherence to regulatory requirements and firm policies.
• Coach advisors on risk awareness, supervision, and professional standards.
• Promote a culture of compliance, accountability, and ethical decision-making.
• Serve as a role model for leadership, professionalism, and fiduciary excellence.

What Makes You Successful

You are an experienced leader who enjoys helping others perform at their best. You excel at:

• Developing and coaching financial professionals
• Building engaged, high-performing teams
• Influencing outcomes through collaboration and partnership
• Leading through change and ambiguity
• Creating accountability while maintaining an inclusive, supportive culture
• Balancing business results, client experience, and risk management

Most importantly, you believe great leadership is measured by the success of the people you develop and the outcomes they create for clients.

Qualifications

• Five years related work experience in financial services.
• Supervisory experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• Special Factors 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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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