Distinguished Investment Strategist
3 days ago
Vanguard Personal Advisor Select seeks a highly skilled Distinguished Investment Strategist to join our team. This key position involves delivering personalized investment strategies and financial planning expertise through an ongoing advice relationship.
We foster a collaborative and supportive environment where advisors can grow and develop others and themselves. The ideal candidate will have extensive experience in advisory services, specifically in advice planning, book of business management, and relationship management.
Responsibilities- Develop and maintain trusting, long-term advised relationships with high net worth clients (up to $5M).
- Conduct personalized consultations to assess clients' financial situations, goals, risk tolerance, and financial planning needs.
- Promote Vanguard's trusted advice and insights, leveraging best-in-class research and technology to deliver exceptional client experiences.
- Maintain deep relationships and high client satisfaction by delivering personalized interactions enabled by digital experiences and investment planning expertise.
- Certified Financial Planner (CFP) designation required.
- Series 7, 63, or 66 licenses (or ability to acquire within 3 months).
- A minimum of five years of advisory experience in advice planning, book of business management, and relationship management.
- Demonstrated success in managing a book of business with a track record of client satisfaction and loyalty.
- Expertise in trust and estate planning, as well as in-depth knowledge of financial planning, investment strategies, and industry regulations.
Vanguard is committed to diversity, equity, and inclusion. We believe that everyone should be given a chance to succeed – and that starts with you. Our mission drives us forward and inspires us to be our best. We offer a hybrid working model for our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
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Expert Financial Strategist
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charlotte, United States Atrium Health Full timeOverview This position is Sign- on Bonus eligible. Headquartered in Charlotte, North Carolina, Atrium Health is now part of Advocate Health, the third-largest nonprofit, integrated health system in the United States, which was created from the combination with Advocate Aurora Health. In the Southeast Region, Atrium Health provides care under the Atrium...
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Charlotte, United States Atrium Health Full timeOverview This position is Sign- on Bonus eligible.Headquartered in Charlotte, North Carolina, Atrium Health is now part of Advocate Health, the third-largest nonprofit, integrated health system in the United States, which was created from the combination with Advocate Aurora Health. In the Southeast Region, Atrium Health provides care under the Atrium...
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Charlotte, United States Atrium Health Full timeOverview This position is Sign- on Bonus eligible. Headquartered in Charlotte, North Carolina, Atrium Health is now part of Advocate Health, the third-largest nonprofit, integrated health system in the United States, which was created from the combination with Advocate Aurora Health. In the Southeast Region, Atrium Health provides care under the Atrium...
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North Charlotte, United States Atrium Health Full timeOverview This position is Sign- on Bonus eligible. Headquartered in Charlotte, North Carolina, Atrium Health is now part of Advocate Health, the third-largest nonprofit, integrated health system in the United States, which was created from the combination with Advocate Aurora Health. In the Southeast Region, Atrium Health provides care under the Atrium...