Certified Financial AdvisorThe Vanguard Group • Malvern, Pennsylvania, USA
Certified Financial Advisor
The Vanguard Group • Malvern, Pennsylvania, USA
Hace 13 días
Tipo de contrato
- A tiempo completo
Descripción del trabajoWork-Life Harmony : Enjoy a harmonious 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. 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. Series 7 63 or 66 (or ability to acquire within 3 months of assuming 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. 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 clients 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. Vanguard is not offering visa sponsorship for this position. Relocation available to those who qualify. We follow a hybrid working model where we are in the office Tuesday Wednesday and Thursday and work remotely Monday and Friday.
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 Certified Financial Advisors to join our team in Malvern PA. 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 Certified Financial Advisor and Senior Certified Financial Advisor opportunities.
As a Vanguard Advisor You Will :
- Establish grow and maintain long-term relationships with clients.
- Partner with investors to help them plan their financial goals.
- Provide disciplined investing approaches tax management strategies and additional financial planning support.
- Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.
Why Youll Love Working Here :
Compensation and Benefits :
To learn more about our benefits visit : Financial Planner designation required.
Special Factors :
Ready to take the next step in your career Apply now and join Vanguards team of dedicated financial advisors!
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard we dont just have a missionwere 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.
Required Experience :
Unclear Seniority
Key Skills
Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills
Employment Type : Full-Time
Experience : years
Vacancy : 1
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Financial Advisor • Malvern, Pennsylvania, USA
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