Financial Advisor

Vanguard

Scottsdale, AZ, US
Hybrid
Client engagement and needs assessment
Personalized financial consultation delivery
Compliance with investment guidelines
Vanguard is seeking talented Financial Advisors to build strong relationships and provide tailored investment advice across four US sites

Job Summary

  • Vanguard is seeking talented Financial Advisors to build strong relationships and provide tailored investment advice across four US sites.
  • The role involves conducting consultations to assess client financial situations and developing customized investment plans aligned with their goals.
  • Employees benefit from a supportive environment with comprehensive training, including a corporate CFP program and clear career progression paths.

Matching Summary

Vanguard is seeking talented Financial Advisors to build strong relationships and provide tailored investment advice across four US sites.

Skills & Requirements

Must-have

  • Client engagement and needs assessment
  • Personalized financial consultation delivery
  • Compliance with investment guidelines

Nice-to-have

  • Passion for helping clients achieve goals
  • Strong team collaboration skills
  • Commitment to continuous learning

Key Requirements

  • 1-2 years experience in advisory or paraplanner roles
  • Undergraduate degree required
  • SIE, Series 65/66 licenses required
  • CFP designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter