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Remote Vanguard Financial Advisor Jobs (NOW HIRING)

Weekday AI

Financial Advisor - CFA or CFP

Remote In this position, you will leverage your expertise to assist in training the next generation ... finance advising. Required Skills and Qualifications: * Several years of direct, client-facing ...

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Remote Vanguard Financial Advisor information

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$36K

$102.1K

$144K

How much do remote vanguard financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for remote 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 hard to get hired at Vanguard?

Getting hired as a Remote Vanguard Financial Advisor can be competitive, as the role typically requires relevant financial certifications such as the Series 7 and Series 66, along with experience in financial advising. The application process involves multiple interviews and assessments to evaluate technical knowledge and client service skills.

Does Vanguard do remote jobs?

A Remote Vanguard Financial Advisor role typically involves working remotely, often requiring proficiency with digital communication tools and financial planning software. Vanguard offers some remote positions, but availability depends on the specific role and department, with many roles requiring in-office presence or hybrid arrangements.

How much do Vanguard financial advisors get paid?

Vanguard financial advisors typically earn an average annual salary ranging from $60,000 to $100,000, depending on experience, location, and certifications. Compensation may also include bonuses and incentives based on performance and client satisfaction.

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.

Can financial advisors make $500,000 a year?

Remote Vanguard Financial Advisors can potentially earn $500,000 annually, especially with extensive experience, high-net-worth clients, and a strong client base. Compensation often includes a combination of salary, commissions, and bonuses, and reaching this level typically requires advanced certifications like the CFP and a proven track record in financial planning and sales.
More about Remote Vanguard Financial Advisor jobs
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Remote Vanguard Financial Advisor jobs near you

Financial Advisor - CFA or CFP

Weekday AI

Remote

Contractor

Posted 6 days ago

Job description

This role is for one of our clients
Job Title: Financial Advisor (CFA or CFP)
Job Type: Contractor - US ONLY
Location: Remote
In this position, you will leverage your expertise to assist in training the next generation of AI systems. Your contributions will influence how models learn, reason, and operate by providing high-quality, real-world data. Previous experience in AI is not necessary - your specialized domain knowledge is what counts.
Requirements
Key Responsibilities:
  1. Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.
  2. Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.
  3. Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.
  4. Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates).
  5. Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications.
  6. Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists).
  7. Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

Required Skills and Qualifications:
  1. Several years of direct, client-facing experience delivering comprehensive financial planning to typical households, holding positions like Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment).
  3. CFP® certification is highly preferred (or passing the CFP exam combined with significant related experience); credentials such as CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered.
  4. Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists.
  5. A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity.
  6. Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures.
  7. Ability to work autonomously and asynchronously in a remote work environment.

Preferred Qualifications:
  1. Previous roles that combine financial planning with ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Experience designing or enhancing standardized planning methodologies or digital advisory experiences.
  3. Knowledge of personal finance applications, digital advisory platforms, or AI-powered tools, along with a strong interest in innovation within the financial advisory sector.

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