Financial Advisor Development Program

1 month ago

Scottsdale, United States Vanguard Group Full time
Take a stand for investors

At Vanguard, we're taking a stand for all investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Combining rigorous study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a rewarding career in financial planning. When you join Vanguard, you'll help steer the financial futures of our clients. Make it count

In this full-time rotational program, you will
  • Receive comprehensive and hands-on exposure across three core business units, each designed to build critical skills and knowledge culminating in the ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice.
  • Develop skills focused on the six elements of the personal financial planning process as you become a successful Financial Advisor and put our clients on the path to investment success.
  • Receive robust mentorship opportunities and support from Vanguard CFP® professionals and senior management while building the network and leadership skills to prepare you for a career in Personal Investor Advice.
  • Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.
Advance your skill set and your career

Do you have the grit and determination to work and learn in a demanding, unique program? Then take the first step into the ever-changing field of financial planning. Your real passion for investing with integrity and drive to do what's right for our clients will propel you through the experience and help you gain your CFP® certification. We'll stand by you as you stand up for thirty million investors, worldwide.

What it takes
  • Undergraduate degree required. Cumulative GPA of 3.2 or higher preferred.
  • Completion of the CFP Board-registered undergrad/graduate program, granting the eligibility to sit for the CFP® exam within 6 months from hire date, required.
  • Successful completion of Securities Industry Essentials ("SIE") exam prior to start date, required.
  • Progress towards preparation for or completion of the CFP® exam highly preferred.
  • Learning agility to successfully pass the Series 7, and 66 (or equivalent licenses) within the time frame described in Vanguard's FINRA Licensing Policy by utilizing resources and support provided by Vanguard.
  • Demonstrated leadership capabilities in academic, professional, or community settings. Industry internship preferred.
  • Strong commitment for helping and educating clients as it relates to their investment portfolios and dedication to Vanguard's mission of providing them with the best chance for investment success.
  • Support of Vanguard's overarching values of integrity, focus, and stewardship.
  • Strong investment orientation and enthusiasm for advancing this knowledge on a continuous basis.
  • Interest in providing asset management services.
  • Excellent written, verbal, and Client Relationship Management (CRM) skills.
  • Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate ambiguous situations and embrace change.
  • Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time management skills.
Special Factors
  • Vanguard is not offering sponsorship for this role.
  • The start date for this program will be June 2025.
Total Rewards

Our Total Rewards package reflects our mission and values, providing care, security, and fulfillment for you and your family - today and long-term. We support the key areas of your life with best-in-class benefits for your financial, physical, and personal wellness:
  • Pay for performance, including annual performance bonuses, merit increases, and an annual Partnership bonus.
  • Industry-leading retirement savings plans:
    • 401(k) contribution 55% above the national average.
    • Quarterly 401(k) contribution of 10% of your eligible pay.
  • At least 18 paid days off, plus 10 federal holidays.
  • 77% of your medical costs are covered, compared to 68% by other financial services companies.
  • Unparalleled Health Savings Account (HSA) seed and match - 5x the amount as other contributing employers.
  • A $1500 FlexFund annual stipend for personally meaningful conveniences - 3x the average amount offered by other employers.
  • Top-tier programs for your emotional and mental health:
    • Access to 2x more coaching and therapy sessions compared to other employers.
    • A caregiving concierge program, something only one in five employers offer.


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.

  • Financial Advisor

    2 months ago

    Scottsdale, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Financial Advisor

    2 months ago

    Scottsdale, United States Alerus Full time

    We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Position Summary: Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients...

  • Associate Bank Financial Advisor

    2 days ago

    Scottsdale, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Next Gen Financial Advisor - Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.In this role, you will:Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client...

  • Seaside Wealth Management- Lead Wealth Advisor

    1 month ago

    Scottsdale, United States Financial Planning Association Full time

    Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firms’ owner, we go out of our...

  • Seaside Wealth Management- Lead Wealth Advisor

    3 weeks ago

    Scottsdale, United States Financial Planning Association Full time

    Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firm’s owner, we go out of our...

  • Associate Wealth Advisor

    2 months ago

    Scottsdale, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...

  • Private Client Advisor II

    5 months ago

    Scottsdale, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Advisor, Solutions Advisor, Business Development, Private, Advisor, Client Relations

  • Escrow Advisor

    2 months ago

    Scottsdale, United States First American Financial Company Full time

    Who We Are. Join a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First Amer Advisor, Escrow Officer, Escrow, Banking, Business Services, Training

  • Financial Planner

    3 months ago

    Scottsdale, United States Spence, Cassidy & Associates Full time

    Job DescriptionJob DescriptionThe Financial Planner OpportunityWe’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients....

  • Financial Program Analyst

    1 week ago

    Scottsdale, Arizona, United States General Dynamics Mission Systems Full time

    Qualifications RequiredA Bachelor's degree in Finance, Accounting, Business Administration, or a related field is essential. A further year of relevant experience is advantageous. Due to the nature of the tasks performed within our organization, U.S. citizenship is a prerequisite. Key ResponsibilitiesAt General Dynamics Mission Systems, we are dedicated to...

  • Strategic Marketing Advisor

    1 week ago

    Scottsdale, Arizona, United States Joinmotiv Full time

    Position OverviewAs a Marketing Consultant at Joinmotiv, you will be responsible for crafting and executing comprehensive marketing strategies aimed at boosting brand awareness and enhancing customer engagement. Your role will involve leveraging analytical insights to refine campaigns, optimize audience segmentation, and elevate the overall effectiveness of...

  • Insurance Advisor

    3 months ago

    Scottsdale, United States Lifetime Recruiting Strategies Full time

    Job DescriptionJob DescriptionTake Your Next Step To Success! Work for a Company That Cares About Your Success! And will provide the Training and Support to Be Successful! You will be in The Most Dynamic “New Financial Advisory Firm” Your Success Is Important!Come to an informational Interview to Take the Next Step to Financial Freedom and SuccessOne of...

  • Insurance Advisor

    3 months ago

    Scottsdale, United States Lifetime Recruiting Strategies Full time

    Job DescriptionJob DescriptionTake Your Next Step To Success! Work for a Company That Cares About Your Success! And will provide the Training and Support to Be Successful! You will be in The Most Dynamic “New Financial Advisory Firm” Your Success Is Important!Come to an informational Interview to Take the Next Step to Financial Freedom and SuccessOne of...

  • Wealth Management Consultant

    1 week ago

    Scottsdale, Arizona, United States BOK Financial Full time

    Position Overview: The Wealth Management Consultant plays a pivotal role in fostering, nurturing, and enhancing relationships with affluent individuals, families, and family-owned enterprises. This position offers the unique opportunity to operate within a framework that emphasizes diverse service offerings, including Registered Investment Advisor (RIA)...

  • Investment Strategy Advisor

    1 week ago

    Scottsdale, Arizona, United States Alerus Full time

    Position Overview:We are seeking a seasoned Wealth Management Consultant to become a vital part of our expanding organization. The ideal candidate will meet the qualifications outlined below to be eligible for consideration.Role Summary:Wealth Management Consultants play a crucial role in nurturing existing client relationships while also identifying and...

  • Financial Services Consultant

    1 week ago

    Scottsdale, Arizona, United States Lifetime Recruiting Strategies Full time

    Position OverviewEmbark on a Journey Towards Professional GrowthJoin a firm that prioritizes your development and offers comprehensive training and support to help you thrive.As part of a leading "New Financial Advisory Firm," your achievements are valued and recognized.We invite you to attend an informational session to explore pathways to financial...

  • Financial Investment Analyst

    1 week ago

    Scottsdale, Arizona, United States STORE Capital Full time

    STORE Capital Advisors, LLC is in search of a collaborative and proactive individual with experience in credit assessment to join our Portfolio Management division.Your Role in Advancing STORE's Objectives:The Financial Investment Analyst will be an integral member of STORE's Portfolio Management team, tasked with evaluating and interpreting tenant financial...

  • Corporate Legal Advisor

    1 week ago

    Scottsdale, Arizona, United States Walton Global Holdings, LLC Full time

    Company Overview Walton Global Holdings, LLC is a distinguished leader in land expertise and a prominent global real estate investment firm, boasting over 45 years of industry experience. With a portfolio of US$ 4.3 billion in real estate assets across North America, Walton manages more than 90,000 acres. Our corporate headquarters is strategically located...

  • Senior Client Associate

    2 weeks ago

    Scottsdale, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

  • Financial Representative Trainee

    3 weeks ago

    Scottsdale, United States Mutual of Omaha Full time

    Financial Representative Trainee -Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 502866 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...