More jobs:
Concierge Financial Planner for Elite Clients
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-14
Listing for:
Vanguard
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Vanguard is seeking a Situational Advisor within the Concierge team in Scottsdale to deliver personalized financial guidance and portfolio planning. You will engage participants virtually, build trusted relationships, and identify opportunities to improve their financial well‑being.
The role requires CFP designation and FINRA licenses, 3+ years of planning/relationship experience, and strong communication skills. A hybrid work setup supports collaboration and client service excellence.
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