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Job description
Vanguard is seeking a Wealth Advisor and Senior Wealth Advisor to remotely serve candidates within the Miami, Florida area. You will onboard high-net-worth clients, deliver comprehensive financial planning, and recommend investment strategies aligned with client goals.
The role emphasizes collaboration, continued professional development, and a client-centered advisory approach. Qualified candidates hold a CFP designation, Series 7/63/66, and 7+ years of financial advisory experience.
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Worksite address
miami, FL, 33222, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.