Saturday , May 18 2024

Vanguard Jobs – Senior CFP Financial Advisor

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

Apply Here