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Assistant Vanguard Financial Advisor Jobs (NOW HIRING)

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

Financial Advisor, Specialist

Malvern, PA

Join Vanguard as a Situational Advisor (CFP ® ) Are you a Certified Financial Planner (CFP ® ) looking to make a meaningful impact at scale? Vanguard is seeking experienced financial professionals ...

Vangard, Inc.

Certified Financial Advisor

Miami, FL · On-site

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidateslocatedin theMiami, Floridaarea. With competitive compensation, excellent benefits, and an inclusive ...

Vangard, Inc.

Certified Financial Advisor

Tampa, FL · On-site

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidateslocatedin the Tampa, Floridaarea. With competitive compensation, excellent benefits, and an inclusive ...

Vangard, Inc.

Certified Financial Advisor

Houston, TX · On-site

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidateslocatedin theHouston, Texasarea. With competitive compensation, excellent benefits, and an inclusive ...

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

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

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

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 Sep 15, 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 September 2026, with employment types broken down into 1% As Needed, 84% 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.

Senior Director, National Accounts-Broker-Dealer

Malvern, PA • On-site

Vanguard Group, Inc.
See more jobs at Vanguard Group, Inc.external

Full-time

Re-posted 6 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

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 for the Broker Dealer Channel, is responsible for managing and expanding strategic home office relationships with key broker-dealer firms to drive sales of the company'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 unique priorities of the client. The Senior Director, National Accounts is expected to embody a growth mindset-approaching challenges as opportunities to learn, adapt, and innovate. This mindset is essential for navigating the evolving needs of broker-dealer partners and aligning with Vanguard's mission of continuous improvement and client-centricity. By fostering a culture of experimentation and continuous learning, the Senior Director, National Accounts not only drives results but also contributes to a more agile, forward-thinking sales organization.
What it takes
  • Creates and implements strategies to expand distribution opportunities that will maximize Vanguard's exposure for each intermediary advisor firm at the home office level within assigned market segment and geographical territory.
  • Develops, maintains and broadens home office intermediary relationship through regular and constant contact with business leading analysts, investment committees, due diligence professionals, marketing, sales desks and business gatekeepers and thoroughly understands the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, keys goals and challenges, etc.) and acts as a trusted advisor/consultant in creatively matching need with Vanguard products and services. Educates advisors on the benefits of Vanguard and our product offerings.
  • Grows distribution of Vanguard's investment products and related services, with a distinct focus on platform placements, model placements, and field enablement.
  • Partners with select intermediary advisor firms to participate in special events, client seminars, and key producer educational meetings and events to develop, maintain and broaden relationships.
  • Develops a high level of business acumen and expertise related to the capital markets, the investment management industry and marketplace developments. Utilizes this experience, along with product knowledge to be a trusted advisor to client and prospective clients, and positions Vanguard products and services effectively.
  • Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics.
  • Works in team environment with field sales executives and other internal business partners that impact the success of the group.
  • Collects and disseminates information back to Vanguard product teams for evaluation. Owns responsibility for reporting sales activities and other key business data.
  • Interacts closely with Sales Managers regarding broad channel and client issues.
  • Leads/participates in special projects and performs other duties as assigned.

Qualifications
  • Minimum of five years Key Accounts sales experience with specific exposure to the Wirehouse and/or Independent Broker-Dealer channel at the home office level.
  • Strong understanding of investment products, broker-dealer 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.

Special Factors
  • CFA 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.

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