Join Vanguard as a Situational Advisor (CFP®)

Are you a Certified Financial Planner (CFP®) looking to make a meaningful impact at scale? Vanguard is seeking experienced financial professionals to join our Workplace Advice team, supporting approximately 120,000 participants across one of Vanguard's largest Enterprise Clients.

This is a unique opportunity to deliver personalized, point-in-time financial guidance that helps participants navigate important financial decisions with confidence. Unlike traditional advisory roles, this position does not involve ongoing portfolio management or book-of-business ownership. Instead, you'll focus on providing consultative advice, education, and planning guidance that empowers participants to take action toward their financial goals.

As a Vanguard Situational Advisor, You Will:

• Deliver personalized financial planning and investment guidance through scheduled consultations with participants.

• Help participants navigate key financial decisions related to retirement readiness, investment allocation, savings strategies, and broader financial goals.

• Apply a consultative approach to uncover participant needs and recommend appropriate planning solutions.

• Educate participants on Vanguard's advice offerings and resources available to support their financial journey.

• Build trust and credibility by simplifying complex financial concepts into actionable recommendations.

• Partner with internal stakeholders to deliver a high-quality participant experience and support client objectives.

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 through opportunities for performance-based incentives.

• Partnership Plan: Our Partnership Plan is an annual cash award tied to company performance and client outcomes.

• Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.

• Comprehensive Benefits: Medical, dental, vision, retirement benefits, paid time off, and resources that support your overall well-being.

To learn more about our benefits, visit .

Qualifications:

• Certified Financial Planner® (CFP®) designation required.

• FINRA Series 7, 63, and 65/66 licenses (or ability to obtain within three months of assuming the position).

• Undergraduate degree or equivalent experience.

• Minimum of three years of financial planning and client relationship management experience.

• Strong investment knowledge and financial planning acumen.

• Consultative sales experience strongly preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.