Certified Financial Advisor
VanguardCharlotte, North Carolina, United States
Posted December 24, 2025
Full Time
About the Company
Vanguard is a leading financial institution with a mission to work for the long-term financial wellbeing of our clients.
Job Description
Join Vanguard as a Certified Financial Advisor in Charlotte, NC. As a Vanguard Advisor, you will establish, grow, and maintain long-term relationships with clients, provide disciplined investing approaches, and deliver financial planning guidance.
Requirements
- Certified Financial Planner (CFP) designation
- Series 7, 63 or 66 (or ability to acquire within 3 months)
- Five years of advisory 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