Hybrid CFP Certified Financial Advisor — Client Growth

Archer; Scottsdale (AZ); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Performance bonus

Partnership plan

Merit-based salary increases

Job summary

Vanguard in Scottsdale, AZ is seeking Certified Financial Advisors to join our team. This role focuses on establishing and growing client relationships, delivering disciplined investing strategies, and providing comprehensive financial planning guidance in a hybrid work environment.

Qualified candidates hold a CFP designation, Series 7/63/66 licenses (or ability to acquire within 3 months), and have 3–5 years of advisory experience. Relocation is available; visa sponsorship is not offered.

Qualifications

• Certified Financial Planner® designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
• Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
• Shown experience managing a book of business with a track record of client satisfaction and 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

Certified Financial Planner

Relationship management

Financial planning

Job description

Vanguard in Scottsdale, AZ is seeking Certified Financial Advisors to join our team. This role focuses on establishing and growing client relationships, delivering disciplined investing strategies, and providing comprehensive financial planning guidance in a hybrid work environment.

Qualified candidates hold a CFP designation, Series 7/63/66 licenses (or ability to acquire within 3 months), and have 3–5 years of advisory experience. Relocation is available; visa sponsorship is not offered.