Certified Financial Advisor

Certified Financial Advisor – Plano, TX

Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. This role offers competitive compensation, excellent benefits, and a supportive, inclusive environment.

• Establish, grow, and maintain long‑term relationships with clients.
• Partner with investors to plan their financial goals.
• Provide disciplined investing approaches, tax management strategies, and additional financial planning support.
• Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

• Certified Financial Planner® designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
• Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.
• Experience managing a book of business with a track record of client satisfaction and loyalty.
• Knowledge of trust and estate planning to help preserve client wealth.
• In‑depth knowledge of financial planning, investment strategies, and industry regulations.
• Positive and resilient change agent fostering collaboration as a peer and business partner.

• Competitive salary.
• Performance bonus opportunities.
• Annual partnership plan tied to company performance and client outcomes.
• Merit‑based salary increases.
• Comprehensive benefits package covering financial, health, and overall well‑being.

Vanguard is not offering visa sponsorship for this position. Relocation is available to those who qualify. We follow a hybrid working model: office on Tuesday, Wednesday and Thursday; remote on Monday and Friday.

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