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Entry Level Vanguard Financial Advisor Jobs (NOW HIRING)

Bankers Life

Entry Level Financial Advisor

Newark, DE · On-site

As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

DTS FINANCIAL ADVISORS, LLC

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Entry-Level Financial Advisor & Tax Preparation

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$55K - $65K/yr

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Bankers Life

Financial Advisor

Missoula, MT · On-site

About the Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career ...

Bankers Life

Financial Advisor

Spokane, WA · On-site

About the Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career ...

Bankers Life

Financial Advisor

Kennewick, WA · On-site

About the Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career ...

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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 Sep 12, 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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Entry Level Vanguard Financial Advisor jobs near you
Infographic showing various Entry Level Vanguard Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry Level Financial Advisor

Newark, DE • On-site

Bankers Life
See more jobs at Bankers Lifeexternal

Other

Medical, Life

This job post has expired 2 days ago. Applications are no longer accepted.

Key responsibilities

  • Work one-on-one with clients to create personalized financial solutions.

  • Build meaningful relationships with clients and support their financial needs.

  • Participate in training programs and obtain necessary licenses to advance in wealth management and sales leadership.

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.


We support you every step of the way:


 No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!


 First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.


 Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.


 Award winning mentorship and training programs that support your move into wealth management and sales leadership.


 Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.


*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.


Why Join Us?


 Top-tier training with mentors and resources to help you succeed at every level.


 Your career, your pace by moving into a leadership role in as little as 12 months.


 Continuous support with tech tools, marketing leads, and team collaboration. Unlimited income streams include uncapped commissions, renewals, bonuses and more.


 Live life with exciting awards trips, lasting friendships, and true work-life integration.


Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.


Apply and learn more.


Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.


Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.


Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.

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