Financial Planning Advisor

• Gain comprehensive, hands-on exposure in a client-facing service role through direct interaction with advice clients
• Build skills and knowledge for a career in Personal Wealth Advice
• Receive mentorship and support from Vanguard Advice professionals and senior management
• Build professional networks and leadership skills
• Develop skills focused on the seven elements of the personal financial planning process
• Complete the CFP Board Apprenticeship pathway experience requirement in two years
• Transition after approximately 18–24 months into a Mass Affluent Financial Advisor role
• Build strong client relationships in a collaborative team model
• Identify investment needs and provide tailored financial advice and portfolio management guidance

• Undergraduate degree required
• Cumulative GPA of 3.2 or higher preferred
• Completion of a CFP Board registered undergraduate/graduate program or commitment to pursue the designation preferred
• Successful completion of the Securities Industry Essentials (SIE) exam prior to start date required
• Ability to successfully pass the Series 7 and Series 63, or equivalent licenses, within Vanguard’s FINRA Licensing Policy timeframe
• Demonstrated leadership capabilities in academic, professional, or community settings
• Industry internship preferred
• Strong commitment to helping and educating clients about their investment portfolios
• Dedication to Vanguard’s mission of providing clients the best chance for investment success
• Support of Vanguard’s values of integrity, focus, and stewardship
• Strong investment orientation and enthusiasm for continuously advancing investment knowledge
• Excellent written, verbal, and Client Relationship Management (CRM) skills
• Resilience and a positive attitude when faced with challenges and learning opportunities
• Ability to navigate ambiguous situations and embrace change
• Ability to work independently and as a team member
• Ability to balance multiple responsibilities simultaneously
• Exceptional time management skills
• Vanguard is not offering visa sponsorship for this position
• Start date:
  
  July 2027

Demonstrates strong client relationship management and investment advisory skills, with a commitment to personal financial planning and a dedication to client education. Possesses the ability to navigate complex situations and work collaboratively within a team environment.

• Client Relationship Management
• Securities Industry Essentials (SIE) Exam
• CFP Board Registered Program
• Series 7 and Series 63 Licenses
• Investment Knowledge

• Personal Financial Planning
• Portfolio Management
• Investment Needs Identification
• Financial Advice
• Time Management

• Leadership Capabilities
• Resilience
• Positive Attitude
• Collaboration
• Communication Skills

• CFP Designation
• Securities Industry Essentials (SIE)
• Series 7 License
• Series 63 License

• Personal Wealth Advice
• Mass Affluent Financial Advisor
• Vanguard Values
• Investment Success
• Client Education