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
...achieve their financial goals. We are driven... ...valued advice and guidance to... ...The Wealth Advisors are enhancing existing... ...BE DOING: Manage and grow a portfolio of high-net-worth clients, providing... ...of financial services experience, working... ...resources for personal and...PersonalHigh net worthWork experience placementLive inWork at officeFlexible hours- ...Private Wealth Advisor Req ID: 75310 Location... ...Interest: Wealth Management Pay Transparency... ...: 12/31/2024 BOK Financial Corporation Group... ...-style customer service. Your... ...relationships with high net worth individuals, families... ...environment. We believe in personal and shared...PersonalHigh net worthWork experience placementWork at officeLocal area
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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$110k - $140k
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$150k
...growth-minded Tax Manager to join our award... ...and personally. Your commitment to... ...wealth management services to affluent families... ...confidence in their financial future. Day-to... ...Manager: Work with a high-performing & growth... ...solutions to high-net-worth clients Assist...PersonalHigh net worthFull timeWork at officeImmediate start- ...redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured... ...client-facing service role, designed... ...and senior management while building... ...a career in Personal Wealth Advice.... ...-driven and highly collaborative... ...NC; Dallas/Ft. Worth, TX;...PersonalFull timeApprenticeshipInternshipWorldwide
$110k - $160k
...technically proficient Tax Manager to lead our tax... ...compliance, drive high-level tax planning... ..., and high-net-worth individuals.Strategic... ...guidance.Advisory Services: Act as a key... ...actionable business advice for non-tax stakeholders... ...professional and personal well-being....PersonalHigh net worthFlexible hours$75k - $172.54k
...Job Description WealthBridge Financial Group is seeking results-oriented, experienced financial advisors across Arizona. In this... ...dedicated to delivering exceptional service across Arizona. If you are... ...Financial Group is a wealth management firm with over 175 years of history...High net worthContract work- ...Description We're Hiring: Tax Manager - Entity Review... ..., professional service firms, and high-net-worth individuals — delivering... ...practical business advice that helps clients reach their financial goals. We're looking... ...shareholders and advisors on proactive planning...High net worthFull timeWork at officeLocal area
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- ...team within the Advice and Wealth Management (AWM) division advising... ...our ultra-high net worth clients and... ...income tax and financial planning analysis... ...will be a trusted advisor, bringing education... ...to ensure services in all offers are... ...while enabling in-person learning, collaboration...High net worthFull timeWork experience placementWork at officeRemote work
$92.7k - $120.7k
...lending, portfolio management, and relationship... ...combine credit and service expertise with the... ...deliver tailored financial solutions. You... ...teams to provide high-quality client experiences... ...working with high-net-worth individuals. ~... ...ideas, and take personal ownership in...PersonalHigh net worthFull timeWork at officeFlexible hours$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$95k - $140k
...Tax Accountant / Tax Manager (Public Accounting)... ...questions Analyze financial statements, trial balances... ...planning and advisory services Collaborate directly... ...clients, including: High-net-worth individuals Closely... ...provide meaningful advice that helps our clients...High net worthFull timeWork at office- ...depends on it. We believe that financial peace of mind forms the... ...combination. As a Financial Advisor at Touchstone Wealth, you will... ...touchstone in the financial services industry. Consider becoming... ...unique estate planning and wealth management needs * Strategic alliance...Full timeLocal areaFlexible hours
$65k - $75k
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...partner firm, Cutler Advisors , is hiring!... ...independent, full-service accounting and advisory... ...Senior Tax Manager oversees all aspects... ...part of a small, high-performing team... ...sophisticated high net worth and UHNW clients,... ...compiled and reviewed financial statements...High net worthTemporary workLocal area$33.45 - $40.47 per hour
...Intuit is seeking highly motivated... ...serve as a trusted advisor, empowering... ...achieve positive financial outcomes while... ...experts, serving in-person customers who... ...will be full-service tax preparation... ...providing expert tax advice, planning... ...independently while managing multiple...PersonalLocal area
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