Certified Financial Advisor

Join Vanguard as a Certified Financial Advisor in Malvern, PA. 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
• 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