Financial Advisor, Senior Associate

Identifies client needs, partners with sales executives, and develops tailored solutions aligned with Vanguard's investment philosophy. Maintains accurate client records and supports analysis of client investment risk tolerance.

Requirements

• Two years experience in client relationship management or customer service
• Experience within Financial Services industry preferred
• Demonstrated proficiency with CRM systems and strong organizational, time management, and consultative skills
• Undergraduate degree or equivalent combination of training and experience
• Progress toward completion of the CFP examination preferred
• Regulatory license - Series 7, Series 66, and/or registration (e.g. FINRA, state, SFC)

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Four Day Work Week