Senior Wealth Advisor

Vanguard; United States; Hybrid; USD 140.000 - 240.000; Vollzeit

Benefits dieser Stelle

Performance bonus

Partnership plan

Merit-based salary increases

Zusammenfassung

Vanguard seeks a CFP® Wealth Advisor (Senior Wealth Advisor) for remote work available to candidates in the Miami, Florida area. You will guide ultra-high net worth clients with tailored financial plans and ongoing portfolio management using Vanguard products.

Responsibilities include onboarding, investment strategy, tax planning, estate planning, and collaboration with internal teams. A Series 7/63/66 license is required plus 7+ years of advisory experience.

Qualifikationen

• CFP® designation required.
• Series 7/63/66 license required.
• 7+ years of financial advisory experience.
• Knowledge of trusts/estate planning is a plus.

Aufgaben

• Onboard clients and manage a book of high-net-worth relationships.
• Provide tailored financial planning and investment guidance.
• Communicate Vanguard’s investment philosophy and fiduciary standards.
• Collaborate with internal teams on tax, estate, and trust planning.

Kenntnisse

CFP® designation

Financial planning

Executive presence

Series license (7/63/66)

Jobbeschreibung

Join Vanguard as a Wealth Advisor

Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisorsfor remote opportunities available to candidateslocatedin theMiami, Floridaarea!With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors’ lives.

As a Wealth Advisor within Vanguard’sPersonal Wealthdivision, you will develop tailored strategies that will help our ultra-high net Worth clients achieve their unique financial goals. You will provideadvice usingongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

Responsibilities

Wealth Advisors onboard clients and manage a book of business that can include high-profile, and influential individuals and families. By communicating Vanguard’s investment philosophy and making recommendations that consider client suitability, risk tolerance,appropriate saving and spendingstrategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investmentmethodology.

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators.

As experts in the advice space, Wealth Advisors promote continuous professional development bymaintainingan advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.

Why you’ll love working here:

• Work-life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients’ financial well-being.
• Professional growth: Benefit from a workplace that prioritizes your professional development.
• Inclusive environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation and benefits:

• At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.
• Performance bonus: We reward your hard work and dedication with opportunities for performance bonuses.
• Partnership plan: Our Partnership Plan is an annual cash award tied to our collectivecompanyperformance and client outcomes. When we succeed together, we allshare the rewards.
• Merit-based salary increases: Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit:https://www.vanguardjobs.com/benefits-rewards/

Qualifications

• CFP® designationrequired.Additionalcertifications such as the CFA,CTFAor CPA preferred.
• This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g.FINRA, state, SFC) as well as the SIE or ability toacquireonce in the role. These will bedeterminedby Compliance based on role-specific duties.
• 7+ years of financial advice, financial planning, book of business management and relationship management.
• Experience applying trust and estate planning knowledge to help preserve clients’ wealth.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• Excellent written and verbal communication skills, including strong executive presence when interacting with clients andrepresentingVanguard at conferences and/or client visits.

Considerations

• This role isdesignatedas remote and must be performed withinFlorida. Employees are expected tomaintaintheir primary work location within theMiami metropolitan area, with a preference forresidingwithin a 50-mile radius ofMiami,unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may berequired.
• Occasional travel may berequiredtoVanguardsites for client meetings, or local and national professional conferences.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don’t just have a mission—we’re on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients’ lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.