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Certification Advisor Jobs (NOW HIRING)

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 ...

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

Certified Financial Advisor

Austin, TX

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

Miami, FL

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

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 ...

Mercer Advisors

Wealth Advisor

Denver, CO

At least 3 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses:

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal ... CFP ® certification, or actively working toward it * Experience or interest in financial planning ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/yr

CERTIFIED FINANCIAL PLANNER™ certification required. * Experience with Microsoft Office (Excel, Outlook, Word). * Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with ...

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal ... CFP ® certification, or actively working toward it * Experience or interest in financial planning ...

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal ... CFP certification, or actively working toward it * Experience or interest in financial planning ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

CERTIFIED FINANCIAL PLANNER™ certification required. * Experience with Microsoft Office (Excel, Outlook, Word). * Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with ...

Mercer Advisors

Wealth Advisor

Denver, CO · On-site

At least 3 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses:

Anderson Business Advisors

Tax Advisor

Las Vegas, NV · On-site +1

EA, CPA, or attorney with tax specialization required. * 2-3 years of experience in tax preparation ... Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 ...

Strategic People Advisors

Financial Advisor

Denver, CO · On-site

$100K - $250K/yr

About Strategic People Advisors Strategic People Advisors is an executive search and talent ... Foster and expand regional client networks by utilizing the firm's localized CPA alliances and ...

Strategic People Advisors

Financial Advisor

Ridgewood, NJ · On-site

$100K - $250K/yr

About Strategic People Advisors Strategic People Advisors is an executive search and talent ... Foster and expand regional client networks by utilizing the firm's localized CPA alliances and ...

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Certification Advisor information

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How much do certification advisor jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for certification advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

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Certified Financial Advisor

Dallas, TX • On-site

Vangard, Inc.
Convention and Trade Show Organizers • 11 - 50 employees
Learn more about Vangard, Inc.external

Full-time

Re-posted 24 days ago

Job description

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 Certified Financial Advisors to join our team in Plano, TX. 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 the Certified Financial Advisor and Senior Certified Financial Advisor opportunity.

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).

  • Five years 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.

Apply