? (Only 24h Left) Certified Financial Advisor
Company: Vanguard
Location: Dallas
Posted on: July 4, 2025
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Job Description:
Job Description Join Vanguard as a Certified Financial Advisor
in Plano, TX 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 Plano, TX. 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 the Senior Financial Advisor opportunity. 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: -
CFP® designation required. - Series 7, 63 or 66 (or ability to
acquire within 3 months of assuming position). - Five years 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.
Keywords: Vanguard, Grapevine , ? (Only 24h Left) Certified Financial Advisor, Accounting, Auditing , Dallas, Texas
