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Entry Level Vanguard Financial Advisor Jobs (NOW HIRING)

Vanguard

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 ...

Vanguard Group

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 ...

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 ...

Vangard, Inc.

Financial Advisor

Charlotte, NC

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 · 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

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 ...

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All JobsEntry Level Vanguard Financial Advisor Jobs

Entry Level Vanguard Financial Advisor information

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$36K

$102.1K

$144K

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

As of Jun 13, 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.

How do you become a financial advisor with no experience?

To become an entry-level financial advisor, you should obtain relevant education such as a bachelor's degree in finance, economics, or related fields. Gaining industry certifications like the Series 7 or Series 66 license is often required, and developing skills in financial planning, communication, and sales can help you qualify for entry-level positions. Many firms offer training programs for new advisors without prior experience.

Does Vanguard have entry-level positions?

Vanguard offers entry-level positions such as Financial Advisor Trainee and Client Service Associate, which typically require strong communication skills and a willingness to learn. These roles often provide training programs and may require relevant certifications or licenses, such as the Series 7 or Series 66, depending on the position.

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.

How hard is it to get a job at Vanguard?

Securing an entry-level Vanguard Financial Advisor position typically requires relevant education, such as a bachelor's degree, and may involve passing licensing exams like the Series 7 and Series 66. The hiring process can be competitive, with multiple interview stages and assessments of interpersonal and financial knowledge skills.

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.

How much does Vanguard pay financial advisors?

Entry-level Vanguard Financial Advisors typically earn a base salary ranging from $50,000 to $70,000 annually, with potential bonuses based on performance. Compensation can vary depending on experience, location, and certifications such as the Series 7 or Series 66. Overall, the role offers a competitive starting salary within the financial advisory industry.

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 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.
More about Entry Level Vanguard Financial Advisor jobs
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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 Entry Level Vanguard Financial Advisor jobs? States with the most job openings for Entry Level Vanguard Financial Advisor jobs include:
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Entry Level Vanguard Financial Advisor jobs near you
Infographic showing various Entry Level Vanguard Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 4% As Needed, 92% Full Time, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Sales Development Representative

Sales Development Representative

Vanguard Group

Charlotte, NC • On-site

Full-time

Posted 19 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Sales Development Representative
About the role
As a Sales Development Representative on Vanguard's Financial Advisor Services (FAS) team, you'll play an important role in helping financial advisors deliver better outcomes for their clients-while supporting Vanguard's mission to give investors the best chance for investment success. This role is intentionally designed as an early-career opportunity, ideal for recent graduates or those beginning their careers in financial services who are eager to learn, grow, and build a long-term future at Vanguard. You'll gain broad exposure to our products, markets, and advisor relationships, with a clear path to developing into a wholesaler.
What you'll do
  • Respond to inbound calls from financial advisors with questions about market trends, Vanguard products, and competitor offerings.
  • Learn how to profile advisor practices, identify client needs, and discuss appropriate Vanguard investment solutions.
  • Route qualified opportunities to the Financial Advisor Services sales team and support the progression of those relationships.
  • Partner with internal and external sales executives and FAS leaders by coordinating and executing sales-support activities, including:
  • Direct mail and email outreach
  • Internal and external marketing campaigns
  • Creation of customized prospect and client target lists used in the sales process
  • Tracking and reporting on campaign activity and results
  • Research and respond to requests from sales executives related to client needs, product questions, competitive insights, and sales or marketing materials.
  • Collaborate with teams across Vanguard to gather, assemble, and deliver information accurately and on time to internal partners and external advisors.
  • Participate in outbound call campaigns to engage prospective financial advisors identified through transaction data, registration lists, or other lead sources.
  • Contribute to special projects and take on additional responsibilities as you continue to build skills and experience.

What it takes
  • Undergraduate degree or an equivalent combination of education and experience.
  • FINRA Securities Industry Essentials (SIE) exam required prior to hire.
  • Series 7 and Series 63 licenses currently held, or the ability to obtain them within 90 days of hire.
  • Strong verbal and written communication skills, with the ability to explain information clearly by phone, email, and web meetings.
  • Strong organizational skills and the ability to manage multiple priorities.
  • Ability to work independently with limited day-to-day supervision while following established processes.
  • Comfort collaborating with partners at different levels across the organization.
  • Sound judgment and a thoughtful approach to decision-making in a fast-paced environment.
  • Proficiency with Microsoft applications and contact management databases.

Skills and interests that will help you succeed
  • Interest in sales, relationship management, and developing a client-facing career in financial services.
  • Curiosity about how financial advisors run their practices and make investment decisions.
  • Willingness to learn, ask questions, and continuously build product and market knowledge.
  • A collaborative mindset and openness to feedback and coaching.
  • Adaptability and comfort navigating new situations as you grow in the role.

Career development
  • This role is part of Vanguard's long-term talent pipeline for client-facing sales careers. Successful Sales Development Representatives gain the foundational skills, licenses, and experience needed to progress into wholesaler roles within Financial Advisor Services.

Special factors
  • Licensing: SIE required pre-hire; Series 7 and Series 63 required (held or obtained within 90 days of hire).
  • Work style: This role includes frequent interaction with financial advisors via phone, web meetings, and email, as well as participation in outbound call campaigns.

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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