Financial Advisor
Dallas, TX · On-site
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.
50 Vanguard Financial Services Jobs Hiring Near You
Financial Advisor
Dallas, TX · On-site
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.
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 ...
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 ...
At Vanguard, we're redefining what great wealth management looks like. As a Financial Advisor ... Five years related work experience in financial services. Supervisory experience preferred.
At Vanguard, we're redefining what great wealth management looks like. As a Financial Advisor ... Five years related work experience in financial services. Supervisory experience preferred.
Senior Product Manager, Intelligent Sales Platform
$124K - $163K/yr
Vanguard's Financial Advisor Services (FAS) division is building an AI-powered platform that guides seller decisions, automates routine work, and surfaces the right insight at the right moment. This ...
Senior Product Manager, Intelligent Sales Platform
$124K - $163K/yr
Vanguard's Financial Advisor Services (FAS) division is building an AI-powered platform that guides seller decisions, automates routine work, and surfaces the right insight at the right moment. This ...
... world. The program is designed to teach about Vanguard's goals and culture, provide broad exposure ... Bachelor's degree with exposure to financial services, client services, or related environments ...
... world. The program is designed to teach about Vanguard's goals and culture, provide broad exposure ... Bachelor's degree with exposure to financial services, client services, or related environments ...
Intern- C2C Sales
$14.75 - $19.75/hr
To work for the long-term financial wellbeing of our clients. To lead through product and services ... How We Work Vanguard has implemented a hybrid working model for the majority of our crew members ...
Intern- C2C Sales
$14.75 - $19.75/hr
To work for the long-term financial wellbeing of our clients. To lead through product and services ... How We Work Vanguard has implemented a hybrid working model for the majority of our crew members ...
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 ...
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 ...
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 ...
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 ...
Certified Financial Advisor
Dallas, TX · On-site
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 ...
Certified Financial Advisor
Dallas, TX · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Senior Investment Analyst
Malvern, PA · On-site
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 ...
Senior Investment Analyst
Malvern, PA · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
... Financial Planner™ professionals and pursuing a career at one of the world's leading investment ... of Vanguard's mission, investment philosophy, and advice services. You will receive a preview of ...
... Financial Planner™ professionals and pursuing a career at one of the world's leading investment ... of Vanguard's mission, investment philosophy, and advice services. You will receive a preview of ...
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 are the most popular job types at Vanguard?
What are the most popular jobs at Vanguard?
What are the most popular categories at Vanguard?
Job description
Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance.
Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.
If you are passionate about helping clients achieve their financial goals and are eager to grow your career in advice, we encourage you to apply!
Responsibilities:
- Client Engagement: Identify client needs and collaborate with internal partners to deliver effective solutions.
- Personalized Consultations: Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs, developing customized investment plans.
- Client Satisfaction: Cultivate deep client relationships and high satisfaction through personalized interactions, leveraging digital experiences and investment planning expertise.
- Business Development: Partner with sales representatives to onboard new clients into advice.
- Daily Operations: Lead daily activities in a fast-paced environment, ensuring timely delivery of commitments.
- Compliance: Maintain accurate client records and ensure adherence to Vanguard's systems, methodologies, and investment guidelines.
- Acumen Building: 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.
- Technological Proficiency: Utilize technology to enhance financial planning discussions and work efficiently with clients virtually.
- Team Collaboration: Join a supportive team environment with opportunities for personal and professional growth.
Qualifications:
- 1-2 years of experience in advisory or paraplanner roles.
- Undergraduate degree required.
- SIE, Series 65/66 licenses required.
- This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
- CERTIFIED FINANCIAL PLANNER® certification preferred, with a commitment to pursue the designation. We offer a corporate CFP® program to support crew in acquiring the certification.
- Regulatory licenses and/or registrations as determined by Compliance based on role-specific duties.
Why Join Vanguard?
At Vanguard, we offer a supportive and enriching environment where you can thrive. Here are a few reasons why you should consider starting your career with us:
•Comprehensive Training: Our corporate CFP® program and extensive training opportunities will equip you with the skills and knowledge needed to excel in your role.
•Career Pathing: We provide clear career progression paths and continuous learning opportunities to help you grow within the company. Click HERE to learn more about building a career in Advice with Vanguard!
•Collaborative Environment: You will work as part of a supportive team to help Vanguard advised clients, ensuring you have the resources and support needed to succeed.
•Impactful Work: Make a real difference in the lives of our clients by providing sound financial advice and helping them achieve their financial goals.
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