Certified Financial Advisor

Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ. As a Vanguard Advisor, you will establish, grow, and maintain long-term relationships with clients, partner with investors to help them plan their financial goals, and provide disciplined investing approaches, tax management strategies, and additional financial planning support.

Requirements

• Certified Financial Planner (CFP) designation required.
• Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
• Three years (Financial Advisor) or Five years (Senior Financial Advisor) 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.

Benefits

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