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Entry Level Vanguard Financial Advisor Jobs (NOW HIRING)

Vanguard

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

Financial Advisor, Specialist

Malvern, PA · On-site

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.

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

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 ...

Vangard, Inc.

Financial Advisor, Specialist

Malvern, PA · On-site

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 to join ...

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Entry Level Vanguard Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do entry level vanguard financial advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for entry level vanguard financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does an entry level Vanguard Financial Advisor do?

An Entry Level Vanguard Financial Advisor helps clients understand their financial goals and provides guidance on investment options, retirement planning, and wealth management. They work directly with clients to assess their financial situation, answer questions, and recommend suitable Vanguard products and services. Entry-level advisors receive training and support from Vanguard to develop their financial knowledge and client service skills. They typically work as part of a team and may assist more experienced advisors while building their own client relationships.

What does a typical day look like for an entry level Vanguard Financial Advisor, and how do they interact with clients and senior advisors?

As an entry-level Vanguard Financial Advisor, your day often involves assisting clients with account inquiries, providing basic financial guidance, and supporting senior advisors during client meetings. You’ll spend time learning about Vanguard’s investment products and participating in ongoing training. Collaboration is key; you'll work closely with experienced advisors to develop client solutions and participate in team discussions to share insights. Over time, you’ll gradually take on more complex responsibilities as you build your expertise and client management skills.

What are the key skills and qualifications needed to thrive as an entry level Vanguard Financial Advisor, and why are they important?

To thrive as an Entry Level Vanguard Financial Advisor, you generally need a bachelor's degree in finance, business, or a related field, along with a foundational understanding of financial markets and investment strategies. Familiarity with financial planning software, CRM systems, and, in some cases, FINRA Series 7 and 66 licenses is highly beneficial. Exceptional communication, active listening, and client relationship-building skills help differentiate successful advisors. These competencies are essential for building trust, delivering sound financial guidance, and supporting clients in achieving their financial goals.

What is the difference between Entry Level Vanguard Financial Advisor vs Financial Planner?

AspectEntry Level Vanguard Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; CFP preferredCFP, ChFC, or similar certifications often required
Work EnvironmentFinancial institutions, client meetings, sales-focusedIndependent or firm-based, comprehensive financial advice
Employer & Industry UsageVanguard, investment firms, banksFinancial advisory firms, independent practices, banks

While both roles involve providing financial guidance, an Entry Level Vanguard Financial Advisor typically works within Vanguard's investment platform, focusing on client service and product sales. A Financial Planner offers broader, personalized financial planning services, often with advanced certifications. The roles differ mainly in scope, certifications, and work environment, but both serve clients seeking investment and financial advice.

Can you become an entry level vanguard financial advisor with no experience?

Entry level Vanguard Financial Advisor positions typically require some knowledge of financial products and client service skills, but they often do not require prior experience. Candidates usually need a relevant degree and may need to obtain certifications such as the Series 7 or Series 66. Training programs are often provided to new hires to develop necessary skills.

What is an entry level position at Vanguard Financial Advisor?

An entry-level Vanguard Financial Advisor position typically involves supporting clients with investment planning, financial advice, and account management under supervision. It often requires relevant education, such as a degree in finance or related fields, and may involve obtaining certifications like the Series 7 or Series 66. These roles provide foundational experience in financial advising within a structured environment.
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The top searched job categories for Entry Level Vanguard Financial Advisor jobs are:

Entry Level Vanguard Financial Advisor jobs near you
Infographic showing various Entry Level 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 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Vanguard

Dallas, TX • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance.

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 strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.

If you are passionate about helping clients achieve their financial goals and are eager to grow your career in advice, we encourage you to apply!

 

Responsibilities:

  • Client Engagement: Identify client needs and collaborate with internal partners to deliver effective solutions.
  • Personalized Consultations: Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs, developing customized investment plans.
  • Client Satisfaction: Cultivate deep client relationships and high satisfaction through personalized interactions, leveraging digital experiences and investment planning expertise.
  • Business Development: Partner with sales representatives to onboard new clients into advice.
  • Daily Operations: Lead daily activities in a fast-paced environment, ensuring timely delivery of commitments.
  • Compliance: Maintain accurate client records and ensure adherence to Vanguard's systems, methodologies, and investment guidelines.
  • Acumen Building: Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively. Stay updated on financial planning, capital markets, and the financial services industry.
  • Technological Proficiency: Utilize technology to enhance financial planning discussions and work efficiently with clients virtually.
  • Team Collaboration: Join a supportive team environment with opportunities for personal and professional growth.

 

Qualifications:

  • 1-2 years of experience in advisory or paraplanner roles.
  • Undergraduate degree required.
  • SIE, Series 65/66 licenses required.
  • This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
  • CERTIFIED FINANCIAL PLANNER® certification preferred, with a commitment to pursue the designation. We offer a corporate CFP® program to support crew in acquiring the certification.
  • Regulatory licenses and/or registrations as determined by Compliance based on role-specific duties.

Why Join Vanguard?

At Vanguard, we offer a supportive and enriching environment where you can thrive. Here are a few reasons why you should consider starting your career with us:

•Comprehensive Training: Our corporate CFP® program and extensive training opportunities will equip you with the skills and knowledge needed to excel in your role.
•Career Pathing: We provide clear career progression paths and continuous learning opportunities to help you grow within the company.  Click HERE to learn more about building a career in Advice with Vanguard! 
•Collaborative Environment: You will work as part of a supportive team to help Vanguard advised clients, ensuring you have the resources and support needed to succeed.
•Impactful Work: Make a real difference in the lives of our clients by providing sound financial advice and helping them achieve their financial goals.

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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