Concierge Financial Planner for Elite Clients
Vanguard
Vanguard is seeking a Situational Advisor within the Concierge team in Scottsdale to deliver personalized financial guidance and portfolio planning. You will engage participants virtually, build trusted relationships, and identify opportunities to improve their financial well‑being. The role requires CFP designation and FINRA licenses, 3+ years of planning/relationship experience, and strong communication skills. A hybrid work setup supports collaboration and client service excellence. #J-18808-Ljbffr Vanguard
Vacancy posted 3 days ago
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