Remote CFP Advisor - Senior Financial Planner (Houston)

Vanguard

Houston (TX)

Remote

USD 90,000 - 140,000

Full time

5 days ago

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Benefits offered by this job

Benefits package

Performance bonus

Partnership plan

Merit-based salary increases

Job summary

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Houston, Texas area. You will establish, grow, and maintain long-term client relationships while providing disciplined investment approaches and planning guidance.

The role offers collaboration with seasoned advisors across Vanguard's retail division and exposure to industry-leading research. Candidates should hold a CFP designation with Series 7/63/66 licensing or the ability to

Qualifications

CFP designation required.
Series 7, 63, or 66 licenses (or ability to acquire within 3 months).
3 years (Financial Advisor) or 5 years (Senior Financial Advisor) advisory experience.
Experience managing a book of business with client satisfaction and loyalty.
Knowledge of trust and estate planning to help preserve wealth.
In-depth knowledge of financial planning, investment strategies, and regulations.

Responsibilities

Establish, grow, and maintain long-term client relationships.
Partner with investors to plan for financial goals.
Provide disciplined investment approaches, tax management, and planning support.
Develop personalized investment strategies and deliver planning guidance.