Certified Financial Advisor

Join Vanguard as a Certified Financial Advisor in Charlotte, NC. As a Vanguard Advisor, you will establish, grow, and maintain long-term relationships with clients, provide disciplined investing approaches, and develop personalized investment strategies.

Requirements

• Certified Financial Planner (CFP) designation required
• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position)
• Five years of advisory experience
• In-depth knowledge of financial planning, investment strategies, and industry regulations

Benefits

• Performance Bonus
• Partnership Plan
• Merit-Based Salary Increases