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职位Vanguard

Certified Financial Advisor

Vanguard

Certified Financial Advisor

Vanguard

Scottsdale, AZ

·

On-site

·

Full-time

·

1mo ago

福利待遇

Equity

Flexible Hours

Remote Work

必备技能

Financial planning

Investment strategies

Client relationship management

Trust and estate planning

Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ

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 Scottsdale, AZ. 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 Certied 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 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.

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 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!

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.

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.

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关于Vanguard

Vanguard

Vanguard

Public

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

员工数

Kelayres

总部位置

评价

3.0

3条评价

工作生活平衡

3.8

薪酬

2.8

企业文化

2.5

职业发展

2.3

管理层

2.5

45%

推荐给朋友

优点

Better work/life balance

Higher pay compared to current positions

Interesting rotational programs

缺点

Lower pay than industry average

Perceived as dead end career path

Mixed employer reputation at entry level

薪资范围

887个数据点

Mid/L4

Senior/L5

Mid/L4 · Corporate Controller

3份报告

$117,208

年薪总额

基本工资

$102,086

股票

-

奖金

-

$117,208

$117,208

面试经验

3次面试

难度

3.0

/ 5

时长

14-28周

面试流程

1

Application Review

2

Online Assessment/Case Study

3

Phone Interview

4

Technical Interview

5

Final Round Interview

6

Offer

常见问题

Technical Knowledge

Behavioral/STAR

Past Experience

Case Study

Coding/Algorithm