Hybrid CFP Financial Advisor – Growth & Wealth Planning

Vanguard; Charlotte (NC); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Performance bonus

Partnership plan

Merit-based raises

Job summary

Vanguard in Charlotte, NC is seeking Certified Financial Advisor professionals to join our team. If you hold a CFP, you will build and maintain client relationships, deliver financial planning guidance, and help investors plan their goals with disciplined investing approaches.

This role offers competitive compensation, a robust benefits package, and a hybrid work model, with in-office Tuesday–Thursday and remote Monday and Friday, plus career growth opportunities through our professional

Qualifications

• Certified Financial Planner® designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
• Five years 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.
• Positive and resilient change agent while fostering collaboration as both a peer and business partner.

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

Client satisfaction

Education

Certified Financial Planner® designation

Job description

Vanguard in Charlotte, NC is seeking Certified Financial Advisor professionals to join our team. If you hold a CFP, you will build and maintain client relationships, deliver financial planning guidance, and help investors plan their goals with disciplined investing approaches.

This role offers competitive compensation, a robust benefits package, and a hybrid work model, with in-office Tuesday–Thursday and remote Monday and Friday, plus career growth opportunities through our professional