Remote Certified Financial Advisor (CFP) – Miami Area

Vanguard; Oregon; Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Performance bonus

Partnership Plan

Merit-based salary increases

Comprehensive benefits package

Job summary

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Miami, Florida area. You will collaborate with experienced advisors across Vanguard's retail division, providing financial planning support and investment guidance while upholding Vanguard's investor-first philosophy.

As a Vanguard Advisor, you will build and maintain client relationships, partner with investors on goals, and offer disciplined investment approaches and tax strategies.

Qualifications

• CFP designation required.
• Series 7/63/66 licenses required or ability to acquire within 3 months.
• Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience.
• Proven track record managing a book of business with client satisfaction and loyalty.
• Experience applying trust and estate planning knowledge to preserve wealth.
• In-depth knowledge of financial planning, investments, and regulatory standards.
• Positive, collaborative change agent and team partner.

Responsibilities

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

Skills

Relationship management

Client advisory

Regulatory knowledge

Communication skills

Education

Certified Financial Planner® designation

Series 7, 63, 66 licenses

Job description

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Miami, Florida area. You will collaborate with experienced advisors across Vanguard's retail division, providing financial planning support and investment guidance while upholding Vanguard's investor-first philosophy.

As a Vanguard Advisor, you will build and maintain client relationships, partner with investors on goals, and offer disciplined investment approaches and tax strategies.