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CFP-Track Financial Planning Advisor in Training
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-14
Listing for:
Vanguard
Apprenticeship/Internship
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Vanguard’s Advance to Financial Planning Advisor Program builds the next generation of financial advisors through real-world client exposure and structured development. You'll gain hands-on experience in a client-facing role, with mentorship from Advice professionals and senior management, plus a clear path into a Financial Advisor position.
The program includes CFP-related development, and completion of SIE and Series 7/63 within the timeframe.
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