Certified Financial Advisor
VanguardPlano, Texas, United States
Posted May 1, 2026
Full Time
About the Company
Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals. With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together. Community guidelines: vgi.vg/sgl1 *As of January 2025
Job Description
Join Vanguard as a Certified Financial Advisor in Plano, TX, and contribute to the long-term financial wellbeing of clients. As a Vanguard Advisor, you will establish and maintain relationships with clients, provide financial planning guidance, and develop personalized investment strategies. Enjoy a harmonious work-life balance, professional growth, and an 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
- In-depth knowledge of financial planning, investment strategies, and industry regulations
- Positive and resilient change agent
Benefits
- Competitive salary
- Performance bonus
- Partnership Plan
- Merit-based salary increases
- Comprehensive benefits package