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Part Time Vanguard Financial Advisor Jobs (NOW HIRING)

The role is well-suited for experienced financial executives seeking a flexible part-time or contract engagement. Key Responsibilities * Advise the CEO, Board, and executive leadership team on ...

During this internship, time is spent alongside a Financial Advisor and their team learning about ... part-time status) during their first year of employment, along with 10 sick days (also prorated ...

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Part Time Vanguard Financial Advisor information

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$36K

$102.1K

$144K

How much do part time vanguard financial advisor jobs pay per year?

As of Jun 11, 2026, the average yearly pay for part time 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.

Is it difficult to get a job at Vanguard?

Securing a part-time Vanguard Financial Advisor position typically requires relevant financial knowledge, customer service skills, and sometimes industry certifications like the Series 7 or Series 66. The application process involves multiple interviews and assessments, making the hiring process competitive but manageable with proper preparation.

What is the difference between Part Time Vanguard Financial Advisor vs Part Time Fidelity Financial Advisor?

AspectPart Time Vanguard Financial AdvisorPart Time Fidelity Financial Advisor
CertificationsSeries 7, 66, or 63 licenses; CFP preferredSeries 7, 66, or 63 licenses; CFP preferred
Work EnvironmentRemote or in-office client consultations, flexible hoursRemote or in-office client consultations, flexible hours
Employer & IndustryVanguard, investment management industry
Common Search IntentPart Time Vanguard Financial Advisor vs Part Time Fidelity Financial Advisor

Both roles involve providing investment advice, require similar certifications, and operate in comparable environments. The main difference lies in the employer, with Vanguard and Fidelity being leading investment firms. Candidates should consider their preferred employer and client base when choosing between these roles.

How much does a part-time financial advisor make?

Part-time financial advisors typically earn between $20 and $50 per hour, depending on experience, location, and client base. Their annual income can range from approximately $20,000 to $60,000 when working part-time hours. Compensation may also include commissions or bonuses based on client assets and sales performance.

How much does a financial advisor make at Vanguard?

A part-time financial advisor at Vanguard typically earns an hourly wage that ranges from $20 to $40, depending on experience and location. Compensation may also include bonuses or commissions based on client performance and sales targets. Overall, part-time roles generally offer lower total compensation compared to full-time positions.

Does Vanguard have part-time positions?

Vanguard offers some part-time financial advisor positions, including roles that may require specific certifications such as the Series 7 and Series 66. These roles often involve client consultations and investment management, with flexible scheduling options depending on the location and department.
More about Part Time Vanguard Financial Advisor jobs
What are the most commonly searched types of Vanguard Financial Advisor jobs? The most popular types of Vanguard Financial Advisor jobs are:
What job categories do people searching Part Time Vanguard Financial Advisor jobs look for? The top searched job categories for Part Time Vanguard Financial Advisor jobs are:
Infographic showing various Part Time Vanguard Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Advisor Support Assistant - Financial Advisory Practice - Tracy, CA

CHRISTIAN CHUKWUMA FIN ADVISOR - dba OSAIC WEALTH

Tracy, CA • On-site

$23 - $26/hr

Part-time

Retirement, PTO

Posted 5 days ago


Job description

Advisor Support Assistant - Financial Advisory Practice – Part-Time | Onsite – Tracy, CA

Company Description

Osaic Wealth – Branch Office of Christian Chukwuma, MBA, AIF®, BFA™ is an independent financial planning firm affiliated with Osaic Wealth Inc. (www.Osaic.com). We serve individuals, families, and small business owners in Tracy, surrounding communities and many parts of the United States.

As a fiduciary practice, we place clients’ interests first and operate with integrity, professionalism, and discretion. We value structure, accountability, and thoughtful communication. Our team environment is collaborative, focused, and purpose driven.

This role offers an outstanding opportunity for individuals who seek purposeful work, appreciate a structured professional environment, and wish to contribute to a practice that significantly influences clients' lives.

Role Description

The Advisor Support Assistant role at the Branch office of Christian Chukwuma, MBA, AIF®, BFA™ - dba Osaic Wealth, Inc., Member FINRA/SIPC, is a part-time, on-site position based in Tracy, CA. The primary responsibilities include assisting advisors with client service-related tasks, maintaining accurate client records, supporting client communications, and delivering quality customer service. Additional tasks may involve providing technical support and troubleshooting for internal systems and platforms. The role requires strong organizational skills and the ability to manage multiple priorities efficiently.

Schedule

  • 26–30 hours per week
  • Primarily Monday–Thursday, with a few hours on Fridays
  • Generally, 9:00 AM – 5:00 PM (Mon–Thurs) and few hours on Friday
  • Onsite in Tracy, CA (remote or hybrid arrangements are not available)
  • This role is designed for a long-term professional seeking stability and growth within a boutique financial planning practice

Key Responsibilities

  • Greet clients and maintain a professional front-office presence
  • Manage calendar scheduling with precision and attention to detail
  • Prepare, review, and process client documentation
  • Track paperwork and maintain organized electronic filing systems
  • Assist with compliance-related administrative workflows
  • Support client service follow-ups and communications
  • Coordinate routine office operations and logistics
  • Maintain strict confidentiality of sensitive financial information
  • Other duties as assigned

 

Qualifications

·         College level courses in business/finance are preferred.

·         Previous customer service experience preferred.

·         2 to 3 years’ experience in a professional office environment preferred.

·         1-year securities or related industry experience preferred.

·         Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).

·         Strong Interpersonal Skills and excellent Customer Support abilities

·         Expertise in delivering Customer Satisfaction and maintaining effective Communication

·         Proficiency in Technical Support and problem-solving capabilities

·         Ability to prioritize tasks and perform in a detail-oriented environment

·         Previous experience in financial services or client service role is a plus

·         Ideal candidate is proactive, highly organized, and takes ownership of their role

 

COMPENSATION & BENEFITS

Compensation

  • $23–$26 per hour (based on experience) + Quarterly Bonus opportunities

401(k) Retirement Plan (via ADP)

  • Traditional (pre-tax) and Roth contribution options
  • Voluntary payroll deduction
  • Online account management access
  • Participation subject to plan eligibility requirements

Paid Time Off (PTO) & California Sick Leave

  • Paid Time Off & California Sick Leave are provided in accordance with California law.
  • Benefits and PTO policies are administered in accordance with company policy and may be updated from time to time, consistent with applicable law.
  • We are an equal opportunity employer and value diversity at all levels of our organization.

Company Description

Osaic Wealth – Branch Office of Christian Chukwuma, MBA, AIF®, BFATM is an independent financial planning firm affiliated with Osaic Wealth Inc. (www.Osaic.com). We serve individuals, families, and small business owners in Tracy, surrounding communities and many parts of the United States. Our practice is built on integrity, professionalism, and genuine care for the people we serve. As an independent fiduciary firm, we put clients’ interests first and focus on building lasting relationships - not sales quotas.
We are a growing firm that values collaboration and clear communication. Team members work closely with the advisor, gain hands-on experience, and play a meaningful role in delivering exceptional client experience. If you enjoy being organized, proactive, and making a real difference behind the scenes, you’ll feel at home here.