Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. Aligned with Vanguard's core purpose, the FAS vision is to ...
New
Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. Aligned with Vanguard's core purpose, the FAS vision is to ...
New
Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
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Certified Financial Advisor
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Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...
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Malvern, PA · On-site
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Charlotte, NC · On-site
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Charlotte, NC · On-site
Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
Certified Financial Advisor
Malvern, PA · On-site
Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...
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Malvern, PA · On-site
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Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
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Certified Financial Advisor
Dallas, TX · On-site
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Certified Financial Advisor
Charlotte, NC · On-site
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Charlotte, NC · On-site
Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
Senior Director, National Accounts
Malvern, PA · On-site +1
Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. Aligned with Vanguard's core purpose, the FAS vision is to ...
New
Senior Director, National Accounts
Malvern, PA · On-site +1
Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. Aligned with Vanguard's core purpose, the FAS vision is to ...
New
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As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...
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Dallas, TX · On-site
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Dallas, TX · On-site
As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...
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Dallas, TX · On-site
As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...
Assistant Vanguard Financial Advisor information
See salary details
$28.5K - $34.2K
9% of jobs
$34.2K - $39.9K
14% of jobs
$41K is the 25th percentile. Wages below this are outliers.
$39.9K - $45.5K
13% of jobs
The median wage is $51.2K / yr.
$45.5K - $51.2K
15% of jobs
$51.2K - $56.9K
14% of jobs
$61.5K is the 75th percentile. Wages above this are outliers.
$56.9K - $62.6K
14% of jobs
$62.6K - $68.3K
10% of jobs
$68.3K - $74K
6% of jobs
$74K - $79.6K
3% of jobs
$79.6K - $85.3K
2% of jobs
$85.3K - $91K
1% of jobs
$28.5K
$54.2K
$91K
How much do assistant vanguard financial advisor jobs pay per year?
As of Aug 5, 2026, the average yearly pay for assistant vanguard financial advisor in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.
What is an assistant Vanguard Financial Advisor?
Assistant Vanguard Financial Advisors are entry- or mid-level professionals who support Vanguard’s team of financial advisors in providing client service, investment guidance, and administrative tasks. They typically help with preparing client reports, scheduling meetings, responding to client inquiries, and ensuring all documentation complies with regulatory standards. Their role is crucial in allowing senior advisors to focus more on strategic financial planning and client relationships. Assistant advisors may also be on a career track to become full-fledged financial advisors themselves. Working at Vanguard, they adhere to the company’s client-first philosophy and high ethical standards.
What are some common challenges faced by assistant Vanguard Financial Advisors when supporting clients and senior advisors?
Assistant Vanguard Financial Advisors often encounter challenges such as balancing multiple client requests, managing administrative tasks efficiently, and keeping up with fast-paced changes in financial products and market trends. They are expected to collaborate closely with senior advisors, ensuring accurate and timely communication with clients while maintaining compliance with industry regulations. Developing strong organizational skills and a proactive mindset helps in handling these demands, and support from a collaborative team environment is a key asset for overcoming day-to-day challenges.
What are the key skills and qualifications needed to thrive as an assistant Vanguard Financial Advisor?
To thrive as an Assistant Vanguard Financial Advisor, you need a solid understanding of financial planning principles, investment products, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like FINRA Series 7 and 66 are often required. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help build trust with clients and support lead advisors. These skills and qualifications are crucial for delivering effective client service, maintaining compliance, and supporting clients’ financial goals.
What is the difference between Assistant Vanguard Financial Advisor vs Financial Advisor?
| Aspect | Assistant Vanguard Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, 66, or 63; CFP preferred | Series 7, 66, or 63; CFP often required |
| Work Environment | Support role within Vanguard, assisting senior advisors | Client-facing, providing comprehensive financial planning |
| Employer & Industry | Vanguard, investment management industry | Various firms, financial services industry |
The Assistant Vanguard Financial Advisor primarily supports senior advisors at Vanguard, focusing on client service and administrative tasks. In contrast, a Financial Advisor directly engages with clients, offering personalized financial planning and investment advice. Both roles require similar certifications, but the Financial Advisor role involves more client interaction and decision-making responsibilities.
More about Assistant Vanguard Financial Advisor jobs
What cities are hiring for Assistant Vanguard Financial Advisor jobs? Cities with the most Assistant Vanguard Financial Advisor job openings:
What are the most commonly searched types of Vanguard Financial Advisor jobs? The most popular types of Vanguard Financial Advisor jobs are:
What states have the most Assistant Vanguard Financial Advisor jobs? States with the most job openings for Assistant Vanguard Financial Advisor jobs include:
What job categories do people searching Assistant Vanguard Financial Advisor jobs look for? The top searched job categories for Assistant Vanguard Financial Advisor jobs are:
Full-time
This job post has expired today. Applications are no longer accepted.
Vanguard rating
8.7
Based on 64 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
About Financial Advisor Services (FAS)
Financial Advisor Services (FAS) is the largest and fastest-growing of Vanguard's four client-facing businesses. FAS provides investments, services, education, and research to more than 150,000 financial advisors - and by extension, twenty-four million individual investors - representing about $5 trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies.
Aligned with Vanguard's core purpose, the FAS vision is to be the advisor to the advisor. This means having low cost, high quality enduring products through intermediaries, where we can scale our impact.
Summary
The Senior Director, National Accounts is responsible for managing and expanding strategic home office relationships with either National Banks or National RIAs to drive sales of Vanguard's financial products and services. This role develops and executes long-term relationship strategies and near-term business plans that align Vanguard's capabilities with the priorities of assigned client firms. The Senior Director is accountable for a select portfolio of Vanguard's most strategically important intermediary relationships, representing significant distribution opportunities and serving as a key contributor to Vanguard's growth strategy within the National Accounts channel.
Success in this role requires the ability to build and deepen relationships with executive leadership, investment committees, due diligence teams, and other key stakeholders across client organizations. A strategic vision, strong consultative sales approach, and the ability to facilitate enterprise-to-enterprise connections are critical to strengthening partnerships and expanding Vanguard's presence. The Senior Director is expected to embody a growth mindset, continuously adapting to evolving client needs while driving results and contributing to a forward-thinking, client-centric sales organization.
What It Takes
Qualifications
Preferred Qualifications
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.
Financial Advisor Services (FAS) is the largest and fastest-growing of Vanguard's four client-facing businesses. FAS provides investments, services, education, and research to more than 150,000 financial advisors - and by extension, twenty-four million individual investors - representing about $5 trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies.
Aligned with Vanguard's core purpose, the FAS vision is to be the advisor to the advisor. This means having low cost, high quality enduring products through intermediaries, where we can scale our impact.
Summary
The Senior Director, National Accounts is responsible for managing and expanding strategic home office relationships with either National Banks or National RIAs to drive sales of Vanguard's financial products and services. This role develops and executes long-term relationship strategies and near-term business plans that align Vanguard's capabilities with the priorities of assigned client firms. The Senior Director is accountable for a select portfolio of Vanguard's most strategically important intermediary relationships, representing significant distribution opportunities and serving as a key contributor to Vanguard's growth strategy within the National Accounts channel.
Success in this role requires the ability to build and deepen relationships with executive leadership, investment committees, due diligence teams, and other key stakeholders across client organizations. A strategic vision, strong consultative sales approach, and the ability to facilitate enterprise-to-enterprise connections are critical to strengthening partnerships and expanding Vanguard's presence. The Senior Director is expected to embody a growth mindset, continuously adapting to evolving client needs while driving results and contributing to a forward-thinking, client-centric sales organization.
What It Takes
- Creates and executes strategic account plans designed to expand distribution opportunities and maximize Vanguard's presence within assigned National Bank or National RIA relationships.
- Develops, maintains, and expands strategic home office relationships through ongoing engagement with executive leadership, home office contacts, investment committees, due diligence professionals, marketing teams, sales desks, and key business influencers.
- Thoroughly understands the strategy, philosophy, and current priorities of client organizations (investment philosophy, client base, product preferences, key goals, challenges, etc.) and acts as a trusted advisor in aligning Vanguard's products, services, and capabilities to client needs. Educates firms on the benefits of Vanguard and its offerings.
- Partners with select intermediary firms to participate in special events, client seminars, and key producer educational meetings and events to develop, maintain, and broaden relationships.
- Develops deep business acumen and expertise related to the capital markets, investment management industry, and marketplace developments. Utilizes this experience, along with knowledge of Vanguard and competitor products, to serve as a trusted advisor and effectively position Vanguard's products and services.
- Achieves sales goals while operating within the spirit of Vanguard's Code of Ethics.
- Partners closely with field sales teams and internal business partners to drive execution and enable a consistent client experience.
- Collaborates with Enterprise Client Group on mutual client relationships.
- Provides market intelligence and client feedback to Vanguard product and business teams to help inform future opportunities and strategic priorities.
- Interacts closely with Sales Managers regarding broad channel and client issues.
- Leads or participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of five years of National Accounts or Home Office sales experience with specific exposure to either National Banks or National RIAs at the home office level.
- Strong understanding of investment products, intermediary distribution, and the regulatory environment.
- Active FINRA Series 7 and 63 licenses or the ability to obtain within 90 days of initial employment.
- Undergraduate degree or equivalent work experience required.
- Ability and willingness to travel a minimum of 60% required.
Preferred Qualifications
- CFA and/or advanced designations highly preferred.
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.