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Remote Vanguard Financial Advisor Jobs in Texas (NOW HIRING)

Thrivent

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Houston, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75.20K - $100.90K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

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Remote Vanguard Financial Advisor information

What is the difference between Remote Vanguard Financial Advisor vs Remote Certified Financial Planner?

AspectRemote Vanguard Financial AdvisorRemote Certified Financial Planner
CertificationsSeries 7, 66, or 63, CFP preferredCFP certification required
Work EnvironmentRemote, client-facing, financial servicesRemote, client-focused financial planning
Employer & IndustryVanguard, financial advisory industryVarious firms, financial planning industry
Search & Comparison IntentYesYes

The Remote Vanguard Financial Advisor and Remote Certified Financial Planner both serve clients remotely in financial services. The Vanguard role typically requires Series 7 and 66 licenses, with CFP certification preferred, while the CFP is a mandatory credential for the CFP role. Both work in similar remote environments and are common in the financial advisory industry. The main difference lies in employer affiliation and specific licensing requirements, making them comparable options for those seeking remote financial advisory careers.

What are the most commonly searched types of Vanguard Financial Advisor jobs in Texas? The most popular types of Vanguard Financial Advisor jobs in Texas are:
What are popular job titles related to Remote Vanguard Financial Advisor jobs in Texas? For Remote Vanguard Financial Advisor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Remote Vanguard Financial Advisor jobs in Texas look for? The top searched job categories for Remote Vanguard Financial Advisor jobs in Texas are:
What cities in Texas are hiring for Remote Vanguard Financial Advisor jobs? Cities in Texas with the most Remote Vanguard Financial Advisor job openings:
Remote Vanguard Financial Advisor jobs near you

Financial Advisor

Proxy Financial

Addison, TX • Remote

Full-time

Posted 18 days ago

Job description

Benefits:
  • Path to Partnership
  • Private Clubs / Offices
  • Executive Coaching
  • COI Partners
  • Marketing Platform

Benefits/Perks
  • Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
  • Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
  • Independence & Flexibility: Build your ideal practice without asset minimums.
  • Collaborative Network: Work with experts across planning, investments, insurance, and business services.
  • Regional Growth Opportunities: Support in emerging and established hubs across the U.S.
Job Summary
Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:
  • Financial and estate planning
  • Investment management and private funds
  • Insurance and business solutions
  • Philanthropic and legacy planning
Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities
As an experienced advisor or planner, you will:
  • Build and deepen long-term client relationships using The Proxy Way a holistic, client-first model.
  • Deliver tailored advice across financial, investment, and estate planning disciplines.
  • Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
  • Leverage Proxys integrated platform and resources to scale your practice efficiently.
Qualifications
We seek driven, ethical advisors who are serious about growth and client impact.
Minimum Requirements

  • $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
  • Series 65 and Life & Health licenses required (Series 7 or CFP preferred).
  • 35+ years of experience in financial advising or planning.
  • Proven ability to independently conduct data-gathering, planning, and client onboarding.
  • Strong communication and relationship management skills.
Ideal Profile

  • $75M$200M AUM (some cases up to $250M).
  • Collaborative and self-awareknows when to engage specialists.
  • Growth mindset with a commitment to long-term client success.
Proxy Regional Focus

We are actively building and expanding in key markets, including:
CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York)
Upcoming regional priorities: Hawaii and Seattle.

This is a remote position.