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Certified Financial Advisor
Certified Financial AdvisorVanguard • Plano, TX, US
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Certified Financial Advisor

Certified Financial Advisor

Vanguard • Plano, TX, US
23 hours ago
Job type
  • Full-time
Job description

Join Vanguard as a Certified Financial Planner in Plano, TX

Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP) to join our team in Plano, TX. 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 the Financial Advisor and Senior Financial Advisor opportunity.

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 You'll Love Working Here :

  • Work-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.

    • 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.

    • Qualifications :

  • CFP designation required.
  • 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 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.
  • We follow a hybrid working model where we are in the office Tuesday, Wednesday, and Thursday and work remotely Monday and Friday.

    • Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!

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    Financial Advisor • Plano, TX, US

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