Certified Financial Advisor

Vanguard Group, Inc.

$80K — $95K *
US-AnywhereRemote in Miami, FL
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Certified Financial Planner® designation required
  • Series 7, 63, or 66 required (or must acquire within 3 months)
  • Three years of advisory experience for Financial Advisor role, five years for Senior Financial Advisor
  • Proven track record in managing a book of business with client loyalty
  • Strong knowledge of trust and estate planning techniques
  • Comprehensive grasp of financial planning and investment strategies
  • Ability to drive change and foster collaboration

Responsibilities

  • Establish and nurture long-term relationships with clients
  • Collaborate with investors to create financial plans
  • Deliver disciplined investment strategies and tax management solutions
  • Develop customized investment strategies for clients
  • Provide financial planning counsel during key life moments

Benefits

  • Comprehensive benefits package supporting financial and health well-being
  • Performance bonuses for dedication and hard work
  • Annual cash award through Partnership Plan based on company performance
  • Merit-based salary increases recognizing individual contributions
Full Job Description
Certified Financial Advisor Certified Financial Advisors for remote opportunities available to candidates located in the Miami, Florida area. By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. While this is a remote role, you'll collaborate with experienced advisors and specialists across Vanguard's dynamic and growing retail division. Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. 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. 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. Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!

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