Certified Financial Advisor
Job Fit Check
Base Career helps you apply smarter for this job.
Full Job Posting
As a Vanguard Advisor, you will
Establish, grow, and maintain long-term relationships with clients.
Partner with investors to help them plan for their financial goals.
Provide disciplined investment approaches, tax management strategies, and additional financial planning support.
Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.
Why you’ll love working here
Work-life harmony : Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
Professional growth : Benefit from a workplace that prioritizes your professional development.
Inclusive environment : Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
Compensation and benefits
- 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.
- Performance bonus : We reward your hard work and dedication with opportunities for performance bonuses.
- 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.
- 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
- Certified Financial Planner® designation required.
- Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the position).
- Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
- Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.
- Experience applying trust and estate planning knowledge to help preserve clients' wealth.
- In-depth knowledge of financial planning, investment strategies, and industry regulations.
- A positive and resilient change agent who fosters collaboration as both a peer and business partner.
Special Factors
This role is designated as remote and must be performed within Florida . Employees are expected to maintain their primary work location within the Miami metropolitan area, with a preference for residing within a 50-mile radius of Miami , unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be required .
Vanguard is not offering visa sponsorship for this position.
Sponsorship
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
Global investment management firm owned by its client funds.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Vanguard
Fund Registrations & Exchange Listings Specialist
London, GBR
AI/ML Engineer
Toronto, CAN
Securities Lending Analyst
Melbourne, AUS
Application Engineer - III
Hyderabad, IND
Securities Lending Analyst
Melbourne, AUS
Fund Registrations & Exchange Listings Specialist
London, GBR
Voice of the Client and Outcomes Analyst
Manchester, GBR
Head of Portfolio Analytics & Consulting
London, GBR
Head of Portfolio Analytics & Consulting
London, GBR