Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
34 Vanguard Financial Planner Jobs Hiring Near You
Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...
Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...
Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...
Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...
Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Join Vanguard as a Situational Advisor (CFP ® ) Are you a Certified Financial Planner (CFP ® ) looking to make a meaningful impact at scale? Vanguard is seeking experienced financial professionals ...
Join Vanguard as a Situational Advisor (CFP ® ) Are you a Certified Financial Planner (CFP ® ) looking to make a meaningful impact at scale? Vanguard is seeking experienced financial professionals ...
Provides wealth planning consultations and support to Vanguard's clients and financial advisors. As ... You will be a trusted advisor, bringing education and world-class client experience to the client ...
Provides wealth planning consultations and support to Vanguard's clients and financial advisors. As ... You will be a trusted advisor, bringing education and world-class client experience to the client ...
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively. Stay updated on financial planning, capital markets, and the financial services industry.
Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively. Stay updated on financial planning, capital markets, and the financial services industry.
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and ...
Senior Wealth Advisor
Dallas, TX · Hybrid
Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our ...
Senior Wealth Advisor
Dallas, TX · Hybrid
Are you a Certified Financial Planner (CFP ® ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our ...
These clients depend on Vanguard for trusted guidance, sophisticated financial planning, and long-term wealth management strategies. This role is ideal for a leader who is passionate about developing ...
These clients depend on Vanguard for trusted guidance, sophisticated financial planning, and long-term wealth management strategies. This role is ideal for a leader who is passionate about developing ...
Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS) At Vanguard, we are ... planned investments, and growth expectations. * Translate Strategy into Targets: Partner with ...
Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS) At Vanguard, we are ... planned investments, and growth expectations. * Translate Strategy into Targets: Partner with ...
Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard ... Experience in facilitating financial, business, wealth planning, and succession planning ...
Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard ... Experience in facilitating financial, business, wealth planning, and succession planning ...
... pride of Vanguard with state-of-the-art security and fraud capabilities. We are a world-class ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
... pride of Vanguard with state-of-the-art security and fraud capabilities. We are a world-class ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...
Vanguard World Jobs Information
What is it like to work at Vanguard?
Vanguard is known for its collaborative and client-centric culture, prioritizing teamwork and a commitment to helping investors achieve their long-term financial goals.
The company's work environment is characterized by a flat organizational structure, with a focus on open communication and a transparent decision-making process. Vanguard's mission-driven approach is reflected in its commitment to low-cost investing and providing high-quality services to its clients.
Working at Vanguard may appeal to individuals who value a dynamic and supportive work environment, opportunities for professional growth and development, and the chance to contribute to a company that has consistently ranked among the world's largest and most respected financial institutions.
The company's work environment is characterized by a flat organizational structure, with a focus on open communication and a transparent decision-making process. Vanguard's mission-driven approach is reflected in its commitment to low-cost investing and providing high-quality services to its clients.
Working at Vanguard may appeal to individuals who value a dynamic and supportive work environment, opportunities for professional growth and development, and the chance to contribute to a company that has consistently ranked among the world's largest and most respected financial institutions.
What makes Vanguard an attractive place to work?
Vanguard is a leading investment management company known for its commitment to helping individuals and institutions achieve their long-term financial goals through low-cost index funds and ETFs. The company's workplace culture values innovation, collaboration, and stability, with a focus on providing employees with opportunities to grow professionally and make a meaningful impact in the financial services industry. By joining Vanguard, individuals can contribute to the company's mission of making a positive difference in people's lives and enjoy a range of benefits, including opportunities for career advancement, training, and development.
What other companies are hiring for Financial Planner jobs?
What are the most popular jobs at Vanguard?
What are the most popular categories at Vanguard?
Job description
Join Vanguard as a Certified Financial Advisor in Charlotte, NC
Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity.
As a Vanguard Advisor, You Will:
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Establish, grow, and maintain long-term relationships with clients.
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Partner with investors to help them plan their financial goals.
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Provide disciplined investing approaches, tax management strategies, and additional financial planning support.
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Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.
Why You’ll Love Working Here:
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Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
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Professional Growth: Benefit from a workplace that prioritizes your professional development.
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Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
Compensation and Benefits:
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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.
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Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.
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Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.
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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:
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Certified Financial Planner® designation required.
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Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
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Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.
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Shown experience managing a book of business with a track record of client satisfaction and loyalty.
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Apply trust and estate planning knowledge to help preserve client’s wealth.
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In-depth knowledge of financial planning, investment strategies, and industry regulations.
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Positive and resilient change agent while fostering collaboration as both a peer and business partner.
Special Factors:
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Vanguard is not offering visa sponsorship for this position.
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Relocation available to those who qualify.
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We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.
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.
About Vanguard World
Sourced by ZipRecruiter
Industry
Photography services
Company size
1,001 - 5,000 Employees
Headquarters location
Whitmore Lake, MI, US
Year founded
1986