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Assistant Vanguard Financial Advisor Jobs (NOW HIRING)

Vangard, Inc.

Senior Portfolio Strategist

Malvern, PA · On-site

Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers ...

Vangard, Inc.

Senior Portfolio Strategist

New York, NY · On-site

Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers ...

Vanguard

Manager, Financial Advisors

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

Manager, Financial Advisors

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:
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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 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, Specialist

Vanguard Group, Inc.

Malvern, PA • On-site

Full-time

Posted 8 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

External Career Opportunity Description
Builds and maintains relationships with participants by delivering personalized 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 shaping how Vanguard serves one of our Enterprise Clients.
What Makes This Opportunity Unique
The Concierge team represents an exciting opportunity to help shape the future of advice delivery for a strategic client relationship. Success in this role will require a balance of financial planning expertise, relationship management, creativity, and adaptability. The ideal candidate is energized by the opportunity to influence an evolving service model, proactively engage participants, and help define what an exceptional concierge experience can look like through a client-centric lens.
What You'll Do
  • Empower Decision-Making: Engage in virtual (both via phone and video calls), one-on-one sessions to provide timely and personalized financial advice, guiding participants through critical moments in their financial lives.
  • Build Trusting Relationships: Develop deep, meaningful connections with some of our most influential participants, understanding their unique needs and aspirations.
  • Uncover Opportunities: Identify and capitalize on opportunities to enhance the financial well-being of our participants, fostering long-term loyalty and satisfaction.

Responsibilities
  • Develops a thorough understanding of each participant's financial situation, goals, risk tolerance, and savings or spending needs to create and deliver suitable investment and financial planning strategies.
  • Provides situational advice and delivers both verbal and written plans (when needed) to communicate the recommended strategies.
  • Demonstrates advanced Client Relationship Management (CRM) skills along with strong verbal and written communication skills.
  • Conducts needs discovery with participants to deepen relationships and identifies opportunities when appropriate for Vanguard products and services.
  • Support outreach efforts to participants during key moments that matter.
  • Serves as a subject matter expert on the financial planning, investment, product, service, and regulatory considerations unique to concierge participants, including exclusive offerings and applicable insider trading restrictions, to deliver informed and personalized guidance.
  • Collaborates with business partners across Workplace Solutions and Personal Wealth to build strong relationships and create seamless transition experiences for participants.
  • Focuses on professional development by maintaining an in-depth understanding of financial planning, wealth management and the financial services industry. Stays abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive) within the financial services field.
  • Maintains all required licenses and designations.
  • Maintains an in-depth understanding of compliance, regulatory and departmental policies and procedures.
  • Continuously identifies process improvement opportunities along with business solutions to better serve emerging executives.
  • Participates in special projects and performs other duties as assigned.

Qualifications
  • Certified Financial Planner (CFP®) designation required
  • FINRA Series 7, 63, and 65/66 licenses required
  • Undergraduate degree or equivalent experience
  • Minimum of three years of financial planning and client relationship management experience
  • Exceptional investment acumen and communication skills
  • Ability to operate effectively in an evolving environment and help shape new ways of working
  • Demonstrated curiosity, adaptability, and a continuous improvement mindset
  • Strong organizational and time management skills
  • Experience supporting complex client relationships preferred
  • Consultative sales experience 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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