Remote CFP Advisor: Wealth Planning & Portfolio Guidance

Vanguard; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

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 Miami, Florida area. You will deliver financial advice and complex portfolio management guidance while collaborating with experienced advisors across Vanguard's retail division.

As a Vanguard Advisor, you will build long-term client relationships, plan for financial goals, and apply investment strategies with tax planning support.

Qualifications

• CFP designation required.
• Series 7, 63, or 66 (or ability to acquire within 3 months).
• Three/five years of advisory experience (as Financial Advisor or Senior Financial Advisor).
• Experience managing a book of business with client satisfaction and loyalty.

Responsibilities

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

Skills

Client relationship management

Financial planning guidance

Investment strategies

Tax management strategies

Collaboration

Education

Certified Financial Planner® designation

Job description

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Miami, Florida area. You will deliver financial advice and complex portfolio management guidance while collaborating with experienced advisors across Vanguard's retail division.

As a Vanguard Advisor, you will build long-term client relationships, plan for financial goals, and apply investment strategies with tax planning support.