Certified Financial Advisor
VanguardPlano, Texas, United States • Dallas, Texas, United States • Fort Worth, Texas, 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 Plano, TX. Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX, with competitive compensation, excellent benefits, and a supportive, inclusive environment.
Requirements
- Certified Financial Planner (CFP) designation required
- Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position)
- Five years 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
Benefits
- Performance Bonus
- Partnership Plan
- Merit-Based Salary Increases