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Assistant Vanguard Financial Advisor Jobs (NOW HIRING)

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 ...

Vangard, Inc.

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 ...

Vangard, Inc.

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 ...

Vangard, Inc.

Financial Advisor

Scottsdale, AZ · 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 ...

Vangard, Inc.

Financial Advisor

Charlotte, NC · 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 ...

Vangard, Inc.

Financial Advisor

Malvern, PA · 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

Financial Advisor, Specialist

Malvern, PA

... financial advice, portfolio management guidance, and an exceptional client experience ... As a Vanguard Situational Advisor (VSA) within our Concierge team, you'll play a pivotal role in ...

Vangard, 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 ...

Vangard, Inc.

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 Aug 10, 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?

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:
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:
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 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Financial Advisor Manager

Vanguard Group

Dallas, TX • On-site

Full-time

Re-posted 19 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

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 hold advised assets ranging up to $5 million, and require highly personalized, strategic investment guidance.
In this leadership role, you will:
  • Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
  • Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.
  • Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
  • Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights.
  • Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all client interactions and advisory practices.

This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.
Responsibilities
  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions.
  • Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention.
  • Supports advisors in analyzing and resolving client planning issues and developing solutions.
  • Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs.
  • Communicates internal and industry developments to crew within department quickly and accurately.
  • Supports management in staffing implementation and operational plans and changes to policies and procedures.
  • Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry.
  • Participates in special projects and performs other duties as assigned.

Qualifications
  • Five years related work experience in financial services. Supervisory experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • CFP preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

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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