About this opportunity
Vanguard lists this Certified Financial Advisor opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Certified Financial Advisor
nApply (
nlocations
nCharlotte, NC
ntime type
nFull time
nposted on
nPosted 24 Days Ago
njob requisition id
n nJoin Vanguard as a Certified Financial Advisor in Charlotte, NC
nAre 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 Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity.
nAs a Vanguard Advisor, You Will:
nnnEstablish, grow, and maintain long-term relationships with clients.
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nnPartner with investors to help them plan their financial goals.
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nnProvide disciplined investing approaches, tax management strategies, and additional financial planning support.
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nnDevelop personalized investment strategies and deliver financial planning guidance for the moments that matter.
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n nWhy You’ll Love Working Here:
nnnWork-Life Harmony : Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
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nnProfessional Growth : Benefit from a workplace that prioritizes your professional development.
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nnInclusive Environment : Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
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n nCompensation and Benefits:
nnnAt Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.
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nnPerformance Bonus : We reward your hard work and dedication with opportunities for performance bonuses.
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nnPartnership Plan : Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.
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nnMerit-Based Salary Increases : Your achievements and contributions are recognized through merit-based salary increases.
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n nTo learn more about our benefits, visit:
nQualifications:
nnnCertified Financial Planner® designation required .
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nnSeries 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
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nnFive years of advisory experience, specifically in advice planning, book of business management, and relationship management.
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nnShown experience managing a book of business with a track record of client satisfaction and loyalty.
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nnApply trust and estate planning knowledge to help preserve client’s wealth.
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nnIn-depth knowledge of financial planning, investment strategies, and industry regulations.
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nnPositive and resilient change agent while fostering collaboration as both a peer and business partner.
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n nSpecial Factors:
nnnVanguard is not offering visa sponsorship for this position.
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nnRelocation available to those who qualify.
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nnWe follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.
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n nReady to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!
nSpecial Factors
nSponsorship
nVanguard is not offering visa sponsorship for this position.
nAbout Vanguard
nAt Vanguard, we don't just have a mission—we're on a mission.
nTo work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
nHow We Work
nVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.