Remote CFP Financial Advisor — Client Planning & Portfolios

Vanguard; Houston (TX); On-site; USD 90,000 - 150,000; 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 Houston, Texas area. You will deliver financial advice, comprehensive planning, and manage client relationships while collaborating with seasoned advisors in Vanguard's retail division.

Qualified candidates hold a CFP designation, Series 7/63/66 licenses (or ability to obtain within 3 months), and have 3–5 years of advisory experience.

Qualifications

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

Responsibilities

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

Skills

Certified Financial Planner

Series 7/63/66 licenses

Relationship management

Financial planning guidance

Investment strategy

Education

Series 7/63/66 licensing within 3 months

Job description

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Houston, Texas area. You will deliver financial advice, comprehensive planning, and manage client relationships while collaborating with seasoned advisors in Vanguard's retail division.

Qualified candidates hold a CFP designation, Series 7/63/66 licenses (or ability to obtain within 3 months), and have 3–5 years of advisory experience.