Certified Financial Planner
Certified Financial Planner
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Job Description
Join Vanguard as a Certified Financial Planner in Plano TX
Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution Vanguard is seeking Certified Financial Planners (CFP) to join our team in Plano TX. With competitive compensation excellent benefits and a supportive inclusive environment Vanguard is the perfect place to grow your career. By applying to this role you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.
As a Vanguard Advisor You Will:
Establish grow and maintain longterm relationships with clients.
Partner with investors to help them plan their financial goals.
Provide disciplined investing approaches tax management strategies and additional financial planning support.
Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.
Why Youll Love Working Here:
WorkLife Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients financial wellbeing.
Professional Growth: Benefit from a workplace that prioritizes your professional development.
Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
Compensation and Benefits:
At Vanguard we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary we offer a comprehensive benefits package designed to support your financial health and overall wellbeing.
Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.
Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together we all share in the rewards.
MeritBased Salary Increases: Your achievements and contributions are recognized through meritbased salary increases.
To learn more about our benefits visit: designation .
Series 7 63 or 66 (or ability to acquire within 3 months of assuming position).
Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience specifically in advice planning book of business management and relationship management.
Shown experience managing a book of business with a track record of client satisfaction and loyalty.
Apply trust and estate planning knowledge to help preserve clients wealth.
Indepth knowledge of financial planning investment strategies and industry regulations.
Positive and resilient change agent while fostering collaboration as both a peer and business partner.
Special Factors:
Vanguard is not offering visa sponsorship for this position.
Relocation available to those who qualify.
We follow a hybrid working model where we are in the office Tuesday Wednesday and Thursday and work remotely Monday and Friday.
Ready to take the next step in your career Apply now and join Vanguards team of dedicated financial advisors!
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.
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.
Employment Type
Full-Time
