Remote CFP Financial Advisor | Growth & Client Impact

Vanguard; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Performance bonus

Partnership Plan

Merit-based raises

Job summary

Vanguard invites Certified Financial Advisors to join a remote role serving clients primarily in the Austin metropolitan area, TX. You will collaborate with seasoned advisors to deliver comprehensive financial planning, investment strategies, and wealth management services, while aligning with Vanguard’s investor-first philosophy.

The position emphasizes building long-term client relationships, estate planning integration, and adherence to regulatory standards.

Qualifications

• CFP® designation required.
• Series 7, 63, or 66 (or eligible within 3 months).
• 3 years (Financial Advisor) or 5 years (Senior Financial Advisor) advisory experience.
• Proven book of business management and client satisfaction.
• Estate planning knowledge to help preserve client wealth.
• In-depth knowledge of financial planning and industry regulations.
• Collaborative, change-agent mindset and strong teamwork.

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 important moments.

Skills

CFP

Series 7/63/66

Advisory experience

Book of business management

Estate planning knowledge

Investment planning knowledge

Regulatory knowledge

Job description

Vanguard invites Certified Financial Advisors to join a remote role serving clients primarily in the Austin metropolitan area, TX. You will collaborate with seasoned advisors to deliver comprehensive financial planning, investment strategies, and wealth management services, while aligning with Vanguard’s investor-first philosophy.

The position emphasizes building long-term client relationships, estate planning integration, and adherence to regulatory standards.