Hybrid CFP: Growth-Oriented Financial Advisor

Vanguard; Dallas (TX); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Performance Bonus

Partnership Plan

Merit-Based Salary Increases

Relocation available

Hybrid work model

Job summary

Vanguard is seeking Certified Financial Advisor candidates for its Plano, TX team. The role emphasizes establishing and nurturing client relationships, delivering tailored financial plans, and providing disciplined investment strategies.

A CFP designation and Series 7/63/66 are required or obtainable within 3 months, with a track record of client satisfaction and a strong understanding of estate planning, taxes, and regulatory standards.

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

Regulatory knowledge

Change agent

Client satisfaction

Education

Certified Financial Planner® designation

Series 7/63/66

Job description

Vanguard is seeking Certified Financial Advisor candidates for its Plano, TX team. The role emphasizes establishing and nurturing client relationships, delivering tailored financial plans, and providing disciplined investment strategies.

A CFP designation and Series 7/63/66 are required or obtainable within 3 months, with a track record of client satisfaction and a strong understanding of estate planning, taxes, and regulatory standards.