Vanguard · 4 hours ago
Financial Advisor Manager
Malvern, PA
Full-time
Hybrid
Mid, Senior Level
5+ years expVanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Financial Advisor Manager to oversee a team, manage client relationships, and improve departmental processes.
FinanceFinancial Services
No H1B
Responsibilities
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures
Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions
Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention
Supports advisors in analyzing and resolving client planning issues and developing solutions
Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs
Communicates internal and industry developments to crew within department quickly and accurately
Supports management in staffing implementation and operational plans and changes to policies and procedures
Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry
Participates in special projects and performs other duties as assigned
Qualification
Required
Five years related work experience in financial services
Undergraduate degree or equivalent combination of training and experience
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties
Preferred
Supervisory experience
Graduate degree
CFP
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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