Posted:
12/10/2024, 3:49:57 AM
Location(s):
Texas, United States ⋅ North Carolina, United States ⋅ Dallas, Texas, United States ⋅ Charlotte, North Carolina, United States ⋅ Fort Worth, Texas, United States
Experience Level(s):
Senior
Field(s):
Finance & Banking ⋅ Sales & Account Management
Workplace Type:
Hybrid
Vanguard Personal Advisor Select® advisors are responsible for establishing, growing, and maintaining trusting, long-term advised relationships. They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies, and additional financial planning support. Our advisors truly get to know their clients’ goals and aspirations to develop a personalized investment strategy and deliver financial planning guidance for the moments that matter.
Advisors partner with clients with $500,000 up to $5M through an ongoing advice relationship. At the onset of a relationship, personalized consultations are conducted to assess investors’ financial situations, goals, risk tolerance, and financial planning needs to develop a personalized investment plan. Advisors maintain deep relationships and high client satisfaction and loyalty by delivering personalized interactions enabled by digital experiences, investment planning expertise, and shaping client financial health through proactive outreach helping them stay focused on their goals. Advisors will join a collaborative and supportive team with opportunities to grow and develop others and self.
Qualifications:
CFP® designation required.
Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.
Shown experience managing a book of business with a track record of client satisfaction and loyalty.
Apply trust and estate planning knowledge to help preserve client’s wealth.
In-depth knowledge of financial planning, investment strategies, and industry regulations.
Positive and resilient change agent while fostering collaboration as both a peer and business partner.
Special Factors:
Vanguard is not offering visa sponsorship for this position.
Relocation available to those who qualify.
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.
Our commitment to diversity, equity, and inclusion
Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.
Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.
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.
Website: https://investor.vanguard.com/
Headquarter Location: Kelayres, Pennsylvania, United States
Employee Count: 10001+
Year Founded: 1975
IPO Status: Private
Industries: Finance ⋅ Financial Services