Certified Financial Advisor

Job Description

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Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ

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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 Scottsdale, AZ. 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 Certied Financial Advisor and Senior Certified Financial Advisor opportunities.   

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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 their financial goals. 
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• Provide disciplined investing 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 harmonious 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 ability to acquire within 3 months of assuming 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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• Shown experience managing a book of business with a track record of client satisfaction and loyalty. 
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• Apply trust and estate planning knowledge to help preserve client’s wealth. 
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• In-depth knowledge of financial planning, investment strategies, and industry regulations. 
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• Positive and resilient change agent while fostering collaboration as both a peer and business partner. 
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Special Factors:  

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• Vanguard is not offering visa sponsorship for this position. 
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• Relocation available to those who qualify. 
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• We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.  
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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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