Financial Advisor Manager; Personal Advisor Services | High Net Worth Advice
Vanguard
Lead Exceptional Advisors. Help Shape the Future of Advice.At Vanguard, we're redefining what great wealth management looks like. As a Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of CFP professionals who serve successful individuals and families with approximately $500,000 to $5 million in investable assets. These clients depend on Vanguard for trusted guidance, sophisticated financial planning, and long-term wealth management strategies. This role is ideal for a leader who is passionate about developing talent, creating a culture of coaching and accountability, and helping advisors deliver exceptional client outcomes at scale. You'll have the opportunity to influence the growth and success of experienced advisors while helping thousands of clients achieve their most important financial goals through Vanguard's unique client-first approach. What You'll DoDevelop and Inspire High-Performing AdvisorsLead a team of experienced financial advisors by providing coaching, mentoring, and performance leadership that elevates both the advisor and client experience. Coach advisors to strengthen financial planning, relationship management, and client engagement skills. Create an environment focused on accountability, collaboration, development, and continuous improvement. Provide ongoing feedback that helps advisors maximize their impact and professional growth. Foster a culture where advisors can thrive and do their best work. Elevate Client OutcomesPartner with advisors to deliver personalized wealth management solutions that help clients navigate complex financial decisions with confidence. Support advisors in addressing sophisticated planning and investment needs. Promote a consistent, high-quality client experience built on trust and fiduciary advice. Help advisors deepen client relationships and uncover opportunities to serve clients more holistically. Champion a client-first mindset in every interaction. Drive Team and Business PerformanceLeverage data, insights, and business judgment to improve advisor effectiveness and team results. Monitor performance trends and identify opportunities to improve advisor and client outcomes. Partner with leaders and business stakeholders to drive strategic initiatives. Support organizational change while maintaining team engagement and effectiveness. Balance growth, client experience, and risk management priorities. Lead with Integrity and Sound JudgmentModel Vanguard's commitment to putting clients first. Ensure adherence to regulatory requirements and firm policies. Coach advisors on risk awareness, supervision, and professional standards. Promote a culture of compliance, accountability, and ethical decision-making. Serve as a role model for leadership, professionalism, and fiduciary excellence. What Makes You SuccessfulYou are an experienced leader who enjoys helping others perform at their best. You excel at: Developing and coaching financial professionals Building engaged, high-performing teams Influencing outcomes through collaboration and partnership Leading through change and ambiguity Creating accountability while maintaining an inclusive, supportive culture Balancing business results, client experience, and risk management Most importantly, you believe great leadership is measured by the success of the people you develop and the outcomes they create for clients. QualificationsFive years related work experience in financial services. Supervisory experience preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. 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.Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.About VanguardAt 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 WorkVanguard 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.SummaryLocation: Scottsdale, AZType: Full time
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$60k
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$98.4k - $199k
...continually seek highly motivated and... ...diverse and complex financial priorities;... ..., asset management, estate or trust services, and private banking... ...wealth. The Wealth Advisor is responsible... ...trusted advice, guidance and expertise... ...High Net Worth clients. Wealth...High net worth- ...About Us: GoldBook Financial is a premier wealth management firm dedicated to providing... ...independence through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you... ...and network to identify high-net-worth individuals and corporate...High net worthLocal area
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$152.37k - $186.23k
...better and smarter financial decisions and... ...to life, and each person is unique in their... ...medium to large size high net worth client... ...and relationship management issues, providing... ...counsel and expert advice in all areas of Wealth... ...Investment products and services- Ability to...High net worthFull timeWork experience placementLocal area3 days per week- Alerus Financial is seeking a Financial Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial guidance with a team of specialists... ...business or finance, 5 years in financial services with high-net-worth clients, and active...High net worth
$85k - $145k
Why Work at Mercer Advisors?For more than 40... ...and simplify their financial lives by integrating... ..., investment management, business management... ...including size, growth, service quality,... ...Consultant (ChFC), Personal Financial Specialist... ...offerings including two High Deductible Health...PersonalTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...are seeking a highly experienced and... ...to serve as Personal CFO / Director... ...personal wealth management, real estate... ...principals’ primary financial resource,... ...support to Soltrust Advisors, the external... ..., and net worth summaries Coordinate... ..., and other service providers only...PersonalHigh net worthPermanent employmentFull timeWork at officeLocal area
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$110k - $135k
...include offering strategic advice on the financial forecast you develop which... ...business owners achieve their personal, professional, and... ...catalyst in 10X Financial Services, driving and motivating transformative... ..., spending, system management, financial processes/controls...PersonalFull timeContract workTemporary workWork experience placementLocal areaRemote work- ...team is driven by a personal approach to wealth management for each client. As... ...an Associate Wealth Advisor who shares our long-... ...candidate has worked as a Financial Advisor or alongside... ...communication and service. Be the main point... ...ability to focus on high‑level strategy by...PersonalFor contractorsWork experience placementWork at office
$98.4k - $199k
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...Tax Compliance Manager At PwC, our people in tax services focus on providing advice and guidance to clients on... ...will review and analyse financial data, prepare and... ...lead the way as tax advisors dedicated to innovation... ...holiday pay, vacation, personal and family sick leave...PersonalContract work- ...that combines expert advisors with cutting‑edge... ...comprehensive, tailored wealth management experience. Farther’... ...you. The Role E3 Financial Planning is a high‑touch advisory... ...Relationship Manager & Servicing Advisor to own a... ...schedule for the right person. Your Impact Serve...High net worthFull timeFlexible hours
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$99k - $266k
...Financial Services Tax - Real Estate Manager The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our... ...members, recognizing their strengths, and encouraging personal development Utilizing project management skills to...PersonalLocal area- ...About the job Tax Advisor (EA/CPA) Client... ...of a leading wealth management firm, is seeking a... ...planning and compliance for high-net-worth families, business... ...and year-round advice to clients and advisors... ...tax strategies with financial, investment, and estate...High net worthFull timeWork at office
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