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Assistant Vanguard Financial Advisor Jobs (NOW HIRING)

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

Scottsdale, AZ

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

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

Charlotte, NC

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 ...

Vanguard Group

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 ...

Vanguard Group

Certified Financial Advisor

Dallas, TX · On-site

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

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 ...

Vanguard

Financial Advisor Manager

Dallas, TX

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 ...

Vanguard Group

Financial Advisor

Dallas, TX · On-site

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 ...

Vanguard Group, Inc.

Financial Advisor

Dallas, TX · On-site

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 ...

Vanguard Group

Financial Advisor Manager

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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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 Jun 13, 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 are Assistant Vanguard Financial Advisors?

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, and why are they important?

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?

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.

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:
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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:
Assistant Vanguard Financial Advisor jobs near you
Infographic showing various Assistant Vanguard Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 94% Full Time, 1% Part Time, and 4% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.
Certified Financial Advisor

Certified Financial Advisor

Vanguard

Malvern, PA

Full-time

Posted 22 days ago

Job description

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 Certified Financial Advisors to join our team in Malvern, PA. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities.   

As a Vanguard Advisor, You Will: 

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

Why You’ll Love Working Here: 

  • Work-Life Harmony: Enjoy a harmonious 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 collective company performance and client outcomes. When we succeed together, we all share in 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: 

  • Certified Financial Planner® designation required. 
  • Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). 
  • Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. 
  • Shown experience managing a book of business with a track record of client satisfaction and loyalty. 
  • Apply trust and estate planning knowledge to help preserve client’s wealth. 
  • In-depth knowledge of financial planning, investment strategies, and industry regulations. 
  • Positive and resilient change agent while fostering collaboration as both a peer and business partner. 

Special Factors: 

  • Vanguard is not offering visa sponsorship for this position. 
  • Relocation available to those who qualify. 
  • We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.  

Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors! 

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.

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