Job Description: We believe that everyone should be given a chance to succeed and that starts with you. As a Senior CFP Financial Advisor, you’ll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it’s the people, not just the finances that count. Job Responsibilities: Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals Craft investment solutions based on Vanguard’s philosophy: taking a stand for investors Build and deepen your knowledge and skillset by maintaining a strong portfolio and an in-depth understanding of financial markets Develop your craft of planning Be an active part of a collaborative team and share best practices Form relationships with senior management Put investors on a path to a successful financial future. Job Requirements: Minimum of five+ years advisory experience in a client facing role Extensive client service experience managing an ongoing book of business Client Relationship Management mastery Exceptional investment acumen and knowledge of broader planning topics Shown ability to coach and mentor Offer clients an educational/consultative approach Job Details: Company: Vanguard Vacancy Type: Full Time Job Location:New York, NY, US Application Deadline: N/A Apply Here careerstrivia.net
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