Wealth Advisor
Wealth Advisor
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Job Description
At Vanguard were different by design. Since our founding in 1975 we set out to take a stand for our investors. To create a company that puts them at the center of what we do and inspire our crew to work on their behalf. Simply putat Vanguard we dont just have a mission. Were on a mission and we want you to be a part of it!
As a Wealth Advisor within Vanguards Advice & Wealth Management subdivision you will develop tailored strategies that will help our clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.
Responsibilities
Our Wealth Advisors onboard clients and manage a book of business which can include trusts and individual assets. By communicating Vanguards investment philosophy and making recommendations that consider client suitability risk tolerance appropriate saving/spending strategies Advisors give our clients the best chance for investment success by providing financial planning solutions using our timetested research and investment methodology.
Wealth Advisors work in a collaborative team environment partnering with internal resources to serve client needs and goals related to investment advice tax strategies legacy & estate planning philanthropic giving and corporate trust services. They also manage trusts both as an investment manager and as a trustee in partnership with internal Trust Administrators.
As experts in the advice space Advisors continually promote continuous professional development by maintaining an advanced understanding of financial planning capital markets and the financial industry and are willing to coach and support their peers.
Qualifications
- Five years experience in financial advice/planning with a focus in trusts. Experience within Financial Services industry preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- This job requires a Series 7 63 or 66 regulatory license and/or registration (e.g. FINRA state SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on rolespecific duties.
- CFP required.
Are you ready to take the next step in your career We look forward to reviewing your application and learning more about you!
Considerations
- This role follows a hybrid working model. We are in the office TuesdayThursday and work remotely Monday & Friday.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the longterm financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
Our commitment to diversity equity and inclusion
Vanguards commitment to diversity equity and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive equitable and diverseone that enables our employees whom we call crew to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization and everyone shares accountability for our progressfrom our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together were on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of carefor our clients our communities and each other.
Vanguards DEI journey has no finish line. Our commitment is enduring and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI download our Diversity Equity and Inclusion Report.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
