Financial Planner

8 hours ago


Fort Worth, Texas, United States Vanguard Full time
Role Overview

As a Financial Advisor at Vanguard, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial situations, goals, and risk tolerance, and develop personalized investment plans to help them achieve their objectives.

Key Responsibilities

* Conduct in-depth consultations with clients to assess their financial situations, goals, and risk tolerance
* Develop and implement personalized investment plans to help clients achieve their financial goals
* Provide ongoing advice and guidance to clients to help them stay on track with their financial plans
* Collaborate with clients to identify and address any financial planning needs or concerns

Requirements

* CFP designation required
* Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position)
* Minimum of 3 years of advisory experience, specifically in advice planning, book of business management, and relationship management

What We Offer

* Collaborative and supportive team environment
* Opportunities for growth and development
* Competitive compensation and benefits package

About Vanguard

Vanguard is a global market leader in investment management, with a commitment to providing low-cost, high-quality investment solutions to our clients. We are dedicated to helping our clients achieve their financial goals, and we are looking for talented and motivated individuals to join our team.
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