Remote CFP Financial Advisor | Client Growth & Planning

Vanguard; Austin (TX); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Performance bonus

Partnership Plan

Merit-based salary increases

Comprehensive benefits

Job summary

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. You will build and maintain relationships with clients and deliver financial planning guidance and complex portfolio management support.

As a Vanguard Advisor, you will collaborate with experienced advisors across Vanguard's retail division, supported by our investor-first philosophy and leading research, helping clients stay focused on long-term goals while

Qualifications

• CFP designation is required for the role.
• Series 7, 63 or 66 licensing (or ability to obtain within 3 months).
• 3 years (Financial Advisor) or 5 years (Senior Financial Advisor) advisory experience.
• Experience managing a book of business with client loyalty and satisfaction.
• Knowledge of trust and estate planning to preserve client wealth.
• Strong knowledge of financial planning and investment strategies.

Responsibilities

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

Skills

Relationship management

Financial advisory

Communication

Education

Certified Financial Planner® designation

Series 7/63/66

Job description

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. You will build and maintain relationships with clients and deliver financial planning guidance and complex portfolio management support.

As a Vanguard Advisor, you will collaborate with experienced advisors across Vanguard's retail division, supported by our investor-first philosophy and leading research, helping clients stay focused on long-term goals while