This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
About the position
Vanguard's mission is "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." By joining the Vanguard Personal Advisor Select team, advisors drive our mission forward every day by providing personalized investment strategies and financial planning expertise through an ongoing advice relationship. Clients appreciate Vanguard's trusted advice and insights, best-in-class research and technology, and a partnership with highly skilled advisors who are CFP professionals. We believe that everyone should be given a chance to succeed - and that starts with you! Vanguard Personal Advisor Select advisors are responsible for establishing, growing, and maintaining trusting, long-term advised relationships. They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies, and additional financial planning support. Our advisors truly get to know their clients' goals and aspirations to develop a personalized investment strategy and deliver financial planning guidance for the moments that matter. Advisors partner with clients with $500,000 up to $5M through an ongoing advice relationship. At the onset of a relationship, personalized consultations are conducted to assess investors' financial situations, goals, risk tolerance, and financial planning needs to develop a personalized investment plan. Advisors maintain deep relationships and high client satisfaction and loyalty by delivering personalized interactions enabled by digital experiences, investment planning expertise, and shaping client financial health through proactive outreach helping them stay focused on their goals. Advisors will join a collaborative and supportive team with opportunities to grow and develop others and self.
Responsibilities
- Establish, grow, and maintain trusting, long-term advised relationships with clients.
- Conduct personalized consultations to assess investors' financial situations, goals, risk tolerance, and financial planning needs.
- Develop personalized investment strategies and deliver financial planning guidance.
- Maintain deep relationships and high client satisfaction and loyalty through personalized interactions.
- Shape client financial health through proactive outreach.
Requirements
- CFP 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.
- 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.
