Senior Financial Advisor- CFP

3 weeks ago

Dallas, United States Vanguard Services Inc Full time

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. In this role, you will play the role of Financial Planner, Book of Business Manager and Behavioral Coach At Vanguard, our mission is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. To achieve this mission, Personal Advisor Select’s primary focus in is providing the best, long-term outcomes for clients through digitally enabled, personalized advice delivered at scale through an omnichannel approach across skilled and focused crew and easy-to-use technology. We have made meaningful progress, and our financial advisors play a critical role towards executing our objectives. In this role, you’ll have the opportunity to serve in the following ways: As Relationship Managers, Advisors are responsible to establish, build upon, and maintain trusting long-term relationships. As Financial Planners, Advisors provide planning expertise based on client needs. As Behavioral Coaches Advisors shape client behavior through proactive and reactive outreach, helping them stay focused on their goals. Be an active part of a collaborative team and share best practices. Put investors on a path to a successful financial future. Turn your passion into a world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor, you will be tasked with looking out for our clients’ best interests. Your curiosity and real passion for helping people can flourish in this role, where you will work with clients and help guide their success. Here, you’ll discover an abundance of opportunities in a culture that values partnership and collaboration. We support each other’s success while working towards the same goal of standing up for investors across the world. What it takes: 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 Be a positive, resilient change agent and be a collaborative peer and business partner Exceptional investment acumen and knowledge of broader planning topics Shown ability to coach and mentor Offer clients an educational/consultative approach Ability to adapt quickly to technology and process changes What you’ll need: CFP required Series 7, 63 or 66 (or ability to obtain within 3 months of assuming position). Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard We are Vanguard. Together, we’re changing the way the world invests. For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let’s make it count. Inclusion Statement Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. 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 in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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