Apply on Employer Site

Vanguard · 5 months ago

Certified Financial Advisor

Malvern, PA

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Vanguard is a leading financial institution seeking Certified Financial Advisors to join their team in Malvern, PA. The role involves establishing and maintaining long-term client relationships, providing financial planning support, and developing personalized investment strategies.

FinanceFinancial Services

No H1B

Responsibilities

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

Qualification

Certified Financial PlannerSeries 7Financial advisory experienceTrustEstate planningFinancial planning knowledgeRelationship managementInvestment strategiesCollaboration

Required

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