
Website Vanguard
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
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