Hybrid CFP® Certified Financial Advisor | Growth & Impact

The Vanguard Group; Scottsdale (AZ); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Performance bonus

Partnership plan

Merit-based increases

Benefits package

Job summary

The Vanguard Group in Scottsdale, AZ is seeking Certified Financial Advisors to help clients plan their financial goals and invest for the long term. The role emphasizes relationship building, disciplined investing, tax strategies, and personalized financial planning guidance.

Qualified candidates hold a CFP designation, Series 7/63/66, and have several years of advisory experience. The position follows a hybrid work model with strong benefits and opportunities for career growth within Vanguard.

Qualifications

• CFP designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months).
• Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.

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

Trust & estate planning

Education

Certified Financial Planner designation

Job description

The Vanguard Group in Scottsdale, AZ is seeking Certified Financial Advisors to help clients plan their financial goals and invest for the long term. The role emphasizes relationship building, disciplined investing, tax strategies, and personalized financial planning guidance.

Qualified candidates hold a CFP designation, Series 7/63/66, and have several years of advisory experience. The position follows a hybrid work model with strong benefits and opportunities for career growth within Vanguard.