Remote CFP Financial Advisor: Grow Clients’ Wealth

Vanguard; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Performance bonus

Partnership Plan

Merit-based salary increases

Comprehensive benefits

Job summary

Vanguard seeks Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. This remote role collaborates with experienced advisors across Vanguards retail division to deliver investor-first guidance and planning support.

As a Vanguard Advisor, you will establish, grow, and maintain long-term client relationships, partner with investors to plan for financial goals, provide investment strategies and planning guidance, and deliver personalized

Qualifications

• CFP designation required.
• Series 7, 63, or 66 (or ability to acquire within 3 months).
• Three years (Financial Advisor) or five 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.
• Strong knowledge of financial planning and investment strategies.

Responsibilities

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

Skills

Relationship management

Financial planning

Team collaboration

Change management

Education

Certified Financial Plannera9 designation

Securities licenses (Series 7/63/66)

Job description

Vanguard seeks Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. This remote role collaborates with experienced advisors across Vanguards retail division to deliver investor-first guidance and planning support.

As a Vanguard Advisor, you will establish, grow, and maintain long-term client relationships, partner with investors to plan for financial goals, provide investment strategies and planning guidance, and deliver personalized