Certified Financial Advisor

Job Description

\n Builds and maintains relationships with clients. Delivers financial advice and complex portfolio management guidance.\n

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Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates  located in the Tampa, Florida area . With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives. By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities. 

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While this is a remote role, you'll collaborate with experienced advisors and specialists across Vanguard's dynamic and growing retail division. Supported by Vanguard's investor-first philosophy and industry-leading research, including  How America Saves , you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. 

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As a Vanguard Advisor, you will:

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  Establish, grow, and maintain long-term relationships with clients.  

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  Partner with investors to help them plan for their financial goals.  

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  Provide disciplined investment approaches, tax management strategies, and additional financial planning support.  

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  Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.  

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Why you’ll love working here:

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  Work-life harmony : Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.  

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  Professional growth : Benefit from a workplace that prioritizes your professional development.  

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  Inclusive environment : Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.  

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Compensation and benefits:

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  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.  

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  Performance bonus : We reward your hard work and dedication with opportunities for performance bonuses.  

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  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.  

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  Merit-based salary increases : Your achievements and contributions are recognized through merit-based salary increases.  

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To learn more about our benefits, visit: -rewards/  

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Qualifications:

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  Certified Financial Planner® designation required.  

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  Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the position).  

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  Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.  

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  Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.  

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  Experience applying trust and estate planning knowledge to help preserve clients' wealth.  

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  In-depth knowledge of financial planning, investment strategies, and industry regulations.  

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  A positive and resilient change agent who fosters collaboration as both a peer and business partner.  

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Special factors:

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  This role is designated as remote and must be performed within Florida . Employees are expected to  maintain their primary work location within the Tampa metropolitan area, with a preference for residing within a 50-mile radius of Tampa , unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be required. 

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  Vanguard is not offering visa sponsorship for this position.  

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Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!

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Special Factors

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Sponsorship

Vanguard is not offering visa sponsorship for this position.\n

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About Vanguard

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At Vanguard, we don't just have a mission—we're on a mission.

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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.

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How We Work

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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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