Remote CFP Financial Advisor

Vanguard; Tampa (FL); Remote; USD 80,000 - 140,000; 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 Tampa, Florida area. This role supports advisory services across Vanguard's retail division, delivering CFP-level guidance while adhering to investor-first principles.

You will build enduring client relationships, collaborate with experienced advisors, and provide comprehensive financial planning, tax management strategies, and personalized investment strategies to help clients reach

Qualifications

• CFP designation is required.
• Three years (Financial Advisor) or five years (Senior Financial Advisor) advisory experience.
• Experience managing a book of business with client satisfaction.
• Knowledge of trust and estate planning to preserve wealth.
• In-depth knowledge of financial planning and regulations.

Responsibilities

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

Skills

Relationship management

Financial planning

Client advisory

Change agent

Education

Certified Financial Planner® designation

Series 7/63/66 licensing

Job description

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. This role supports advisory services across Vanguard's retail division, delivering CFP-level guidance while adhering to investor-first principles.

You will build enduring client relationships, collaborate with experienced advisors, and provide comprehensive financial planning, tax management strategies, and personalized investment strategies to help clients reach