Certified Financial Advisor
VanguardCharlotte, North Carolina, United States
Posted May 1, 2026
Full Time
About the Company
Vanguard is a mission-driven financial institution that prioritizes long-term client outcomes and employee development.
Job Description
Join Vanguard as a Certified Financial Advisor in Charlotte, NC, and work with clients to plan their financial goals, provide disciplined investing approaches, and deliver financial planning guidance.
Requirements
- Certified Financial Planner (CFP) designation
- Series 7, 63 or 66 license (or ability to acquire within 3 months)
- Five years of advisory experience
- Book of business management and relationship management experience
- In-depth knowledge of financial planning, investment strategies, and industry regulations
Benefits
- Competitive compensation
- Excellent benefits
- Supportive and inclusive environment
- Performance bonus
- Partnership plan
- Merit-based salary increases