Hybrid Certified Financial Advisor with Growth & Bonuses

Vanguard Group; Scottsdale (AZ); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Performance bonus

Partnership plan

Merit-based salary increases

Job summary

Vanguard seeks a Certified Financial Advisor in Scottsdale, AZ to establish and grow client relationships, deliver tailored financial planning and investment guidance, and help clients achieve their financial goals.

The role offers competitive compensation, robust benefits, and a path to Senior Advisor opportunities within a supportive, inclusive environment. A hybrid work model applies with in-office Tue–Thu and remote Mon and Fri.

Qualifications

• CFP designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months).
• 3–5 years (Financial Advisor) or 5 years (Senior Financial Advisor) of advisory experience.
• Experience managing a book of business with client loyalty.
• Apply trust and estate planning knowledge to help preserve client’s wealth.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.

Responsibilities

• Establish, grow, and maintain long-term relationships with clients.
• Partner with investors to help them plan their financial goals.
• Provide disciplined investing approaches, tax management strategies, and additional financial planning support.
• Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

Skills

Relationship management

Financial planning

Investment strategies

Tax management

Client advisory

Education

Certified Financial Planner

Tools

Series 7/63/66 licenses

Job description

Vanguard seeks a Certified Financial Advisor in Scottsdale, AZ to establish and grow client relationships, deliver tailored financial planning and investment guidance, and help clients achieve their financial goals.

The role offers competitive compensation, robust benefits, and a path to Senior Advisor opportunities within a supportive, inclusive environment. A hybrid work model applies with in-office Tue–Thu and remote Mon and Fri.