Certified Financial Advisor
Tampa, FL ยท On-site
Provide disciplined investment approaches, tax management strategies, andadditionalfinancial ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Tampa, FL ยท On-site
Provide disciplined investment approaches, tax management strategies, andadditionalfinancial ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Tampa, FL ยท On-site
Provide disciplined investment approaches, tax management strategies, andadditionalfinancial ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Miami, FL ยท On-site
Provide disciplined investment approaches, tax management strategies, andadditionalfinancial ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Miami, FL ยท On-site
Provide disciplined investment approaches, tax management strategies, andadditionalfinancial ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Miami, FL ยท On-site
CORE JOB FUNCTIONS 1. Acts as a strategic consultant/advisor for the broader UM/UHealth enterprise ... Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to ...
Miami, FL ยท On-site
CORE JOB FUNCTIONS 1. Acts as a strategic consultant/advisor for the broader UM/UHealth enterprise ... Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to ...
Miami, FL ยท On-site
CORE JOB FUNCTIONS 1. Acts as a strategic consultant/advisor for the broader UM/UHealth enterprise ... Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to ...
Miami, FL ยท On-site
CORE JOB FUNCTIONS 1. Acts as a strategic consultant/advisor for the broader UM/UHealth enterprise ... Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to ...
Advisor Talent Strategy: * Define and execute enterprise advisor talent strategy focused on early ... Lead integration of AI, digital learning, and analytics into advisor development and readiness.
Advisor Talent Strategy: * Define and execute enterprise advisor talent strategy focused on early ... Lead integration of AI, digital learning, and analytics into advisor development and readiness.
Advisor Talent Strategy: * Define and execute enterprise advisor talent strategy focused on early ... Lead integration of AI, digital learning, and analytics into advisor development and readiness.
Advisor Talent Strategy: * Define and execute enterprise advisor talent strategy focused on early ... Lead integration of AI, digital learning, and analytics into advisor development and readiness.
Tampa, FL ยท On-site
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Tampa, FL ยท On-site
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Miami, FL ยท On-site
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Miami, FL ยท On-site
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
Develop personalized investment strategies and deliver financial planning guidance for the moments ... person learning, collaboration, and connection. We believe our mission-driven and highly ...
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
Tampa, FL ยท On-site
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
Tampa, FL ยท On-site
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
Miami, FL ยท On-site
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
Miami, FL ยท On-site
... strategies that will help our ultra-high net Worth clients achieve their unique financial goals ... We look forward to reviewing your application and learning more about you! Special Factors ...
Palm Harbor, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
Palm Harbor, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
North Miami, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
North Miami, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
Coral Springs, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
Coral Springs, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
Jupiter, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
Jupiter, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
Winter Park, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
Winter Park, FL ยท On-site
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
... Next strategy, blending human expertise with digital innovation. That same commitment to care ... learning, and a shared commitment to making a meaningful impact. We invest in your well-being ...
| Aspect | Learning Strategy Advisor | Learning and Development Specialist |
|---|---|---|
| Credentials | Relevant certifications (e.g., CPLP, ATD), bachelor's degree often required | Similar certifications, bachelor's degree common |
| Work Environment | Strategic planning, consulting, higher-level advisory roles | Training delivery, program implementation, workshop facilitation |
| Employer & Industry Usage | Used in corporate, educational, and consulting sectors for strategic learning initiatives | Common in HR departments, corporate training teams, educational institutions |
| Search & Comparison Intent | Understanding strategic vs operational learning roles | Exploring training delivery and program management roles |
The Learning Strategy Advisor focuses on developing and guiding overall learning strategies, often working at a higher, consultative level. In contrast, the Learning and Development Specialist typically handles the implementation and delivery of training programs. Both roles require similar credentials and are prevalent in corporate and educational settings, but they differ mainly in scope and focus.
Cities in Florida with the most Learning Strategy Advisor job openings:
Tampa, FL โข On-site
Full-time
Re-posted 2 days ago
Are you a Certified Financial Planner (CFP) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidateslocatedin the Tampa, Floridaarea. With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives. By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities.
While this is a remote role,you'llcollaborate with experienced advisors and specialists across Vanguard's dynamic and growing retail division. Supported by Vanguard's investor-first philosophy and industry-leading research, includingHow America Saves,you'llhelp clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success.
As a Vanguard Advisor, you will:
Establish, grow, andmaintainlong-term relationships with clients.
Partner with investors to help them plan for their financial goals.
Provide disciplined investment approaches, tax management strategies, andadditionalfinancial planning support.
Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.
Whyyou'lllove working here:
Work-life harmony: Enjoy a 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 collectivecompanyperformance and client outcomes. When we succeed together, we allshare inthe 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 designationrequired.
Series 7, 63, or 66 (or the ability toacquirewithin 3 months of assuming the position).
Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
Demonstrated experience managing a book ofbusinesswitha track recordof client satisfaction and loyalty.
Experience applying trust and estate planning knowledge to help preserveclients' wealth.
In-depth knowledge of financial planning, investment strategies, and industry regulations.
A positive and resilient change agent who fosters collaboration as both a peer and business partner.
Special factors:
This role isdesignatedas remote and must be performed withinFlorida. Employees are expected tomaintaintheir primary work location within theTampa metropolitan area, with a preference forresidingwithin a 50-mile radius ofTampa, unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may berequired.
Vanguard is not offering visa sponsorship for this position.
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.
Sourced by ZipRecruiter
Convention and trade show organizers
11 - 50 Employees
Tacoma, WA, US