Job Description

Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance.

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.

If you are passionate about helping clients achieve their financial goals and are eager to grow your career in advice, we encourage you to apply!

Responsibilities:

  • Client Engagement: Identify client needs and collaborate with internal partners to deliver effective solutions.
  • Personalized Consultations: Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs, developing customized investment plans.
  • Client Sat...

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