Strategic Financial Planning Expert

3 days ago


Charlotte, North Carolina, United States Vanguard Full time
About the Role

As a Strategic Financial Planning Expert at Vanguard, you will be responsible for establishing and maintaining trusting relationships with clients, helping them achieve their long-term financial goals through personalized investment strategies and disciplined investing approaches.

Your role will involve partnering with clients who have $500,000 up to $5M in assets, providing them with expert advice on managing their finances, risk tolerance, and financial planning needs. You will also be responsible for delivering high-quality financial planning guidance and proactive outreach to ensure clients stay focused on their goals.

Key Responsibilities
  • Conduct personalized consultations to assess client financial situations, goals, and risk tolerance.
  • Develop and implement tailored investment plans to meet clients' needs.
  • Maintain deep relationships with clients, ensuring high satisfaction and loyalty.
Requirements

To be successful in this role, you will need:

  • A CFP designation, with Series 7, 63 or 66 certifications (or ability to acquire within 3 months).
  • Minimum of 3 years of advisory experience in advice planning, book of business management, and relationship management.
  • Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.
About Vanguard

Vanguard is a mission-driven organization that aims to deliver long-term financial wellbeing to our clients. We strive to create a work environment that is inclusive, equitable, and diverse, where our employees can thrive and bring their best selves to work every day.

We offer a hybrid working model, allowing our crew members to balance flexibility and collaboration. Our commitment to diversity, equity, and inclusion is central to our ability to deliver on our mission.



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