Certified Financial Advisor

Are 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 Malvern, PA. 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 Certified Financial Advisor and Senior Certified Financial Advisor opportunities.   

• Establish, grow, and maintain long-term relationships with clients. 
• Partner with investors to help them plan their financial goals. 
• Provide disciplined investing approaches, tax management strategies, and additional financial planning support. 
• Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. 

• Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. 
• Professional Growth: Benefit from a workplace that prioritizes your professional development. 
• Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. 

• Certified Financial Planner® 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. 

• Vanguard is not offering visa sponsorship for this position. 
• Relocation available to those who qualify. 
• We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.  

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To 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.

Vanguard 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.