Certified Financial Advisor

Join Vanguard as a Certified Financial Advisor in Plano, TX

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 Plano, TX. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career.

• Establish, grow, and maintain long-term relationships with clients.
• Partner with investors to help them 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.

• Work-Life Harmony:
  Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well‑being.
• Professional Growth:
  Benefit from a workplace that prioritizes your professional development.
• Inclusive Environment:
  Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

• Beyond your competitive salary, Vanguard offers a comprehensive benefits package designed to support your financial, health, and overall well‑being.
• Performance bonus to reward your hard work and dedication.
• Partnership Plan – an annual cash award tied to the collective company performance and client outcomes.
• Merit‑based salary increases recognizing achievements and contributions.

• Certified Financial Planner® designation required.
• Series 7, 63 or 66 license (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.
• Shown experience managing a book of business with a track record of client satisfaction and loyalty.
• Apply trust and estate planning knowledge to help preserve client’s wealth.
• In‑depth knowledge of financial planning, investment strategies, and industry regulations.
• Positive and resilient change agent while fostering collaboration as both a peer and business partner.

• Vanguard is not offering visa sponsorship for this position.
• Relocation available to those who qualify.
• Hybrid working model: in the office Tuesday, Wednesday and Thursday; remote Monday and Friday.