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Financial Planning Advisor Pathway (CFP Ready

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Vanguard
Full Time position
Listed on 2026-08-14
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning Advisor Pathway (CFP Ready)

Vanguard is launching an Advance to Financial Planning Advisor Program in which you will gain real-world client experience and a structured development path toward a Financial Advisor role.

The program begins July 2027 and blends hands-on client interaction with ongoing mentorship to build the skills needed for personal wealth advice, with a clear progression into a Mass Affluent Financial Advisor role.

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