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Assistant Vanguard Financial Advisor Jobs (NOW HIRING)

Vanguard

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 ...

Vanguard

Certified Financial Advisor

Scottsdale, AZ · On-site

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 ...

Vanguard

Certified Financial Advisor

Malvern, PA

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 ...

Vanguard

Certified Financial Advisor

Austin, TX · On-site

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. With competitive compensation, excellent benefits, and an ...

Vanguard

Certified Financial Advisor

Tampa, FL

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. With competitive compensation, excellent benefits, and an ...

Vanguard

Certified Financial Advisor

Houston, TX

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Houston, Texas area. With competitive compensation, excellent benefits, and an ...

Vanguard

Certified Financial Advisor

Dallas, TX

Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...

Vanguard

Certified Financial Advisor

Miami, FL · On-site

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Miami, Florida area. With competitive compensation, excellent benefits, and an ...

Vanguard

Financial Advisor

Dallas, TX

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain ...

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Assistant Vanguard Financial Advisor information

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$28.5K

$54.2K

$91K

How much do assistant vanguard financial advisor jobs pay per year?

As of Aug 25, 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 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 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 is the difference between Assistant Vanguard Financial Advisor vs Financial Advisor?

AspectAssistant Vanguard Financial AdvisorFinancial Advisor
CertificationsSeries 7, 66, or 63; CFP preferredSeries 7, 66, or 63; CFP often required
Work EnvironmentSupport role within Vanguard, assisting senior advisorsClient-facing, providing comprehensive financial planning
Employer & IndustryVanguard, investment management industryVarious 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.

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Assistant Vanguard Financial Advisor jobs near you
Infographic showing various Assistant Vanguard Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.