Vanguard Jobs – Senior CFP Financial Advisor

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

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