Financial Planner, Investment Retirement Planning

Build and maintain trusted client relationships through meaningful conversations to understand each client’s financial goals, needs, priorities, risk tolerance, and individual circumstances.
Provide tailored financial advice and guidance based on each client’s unique needs, developing investment strategies that support their goals and long-term financial success.
Deliver financial advice and portfolio guidance while educating clients on relevant Vanguard funds, products, services, and investment principles to help them make informed financial decisions.
Serve as a trusted advisor and behavioral coach, helping clients navigate financial decisions, stay focused on their goals, and take meaningful action.
Deliver a high-quality client experience through personalized interactions, proactive engagement, digital capabilities, and timely follow-through on commitments.
Maintain accurate client records and follow applicable Vanguard policies, investment methodologies, regulatory requirements, and compliance standards.
Apply technology effectively to support virtual client interactions, financial planning discussions, and efficient execution of daily responsibilities.
Build and maintain knowledge of financial planning, capital markets, investment products, and industry developments to strengthen the advice and guidance provided to clients.
Collaborate with colleagues in a fast-paced, team-oriented environment while continuing to develop financial planning and advisory expertise.

1-2 years of experience in advisory or paraplanner roles.
~ Undergraduate degree or equivalent combination of training and experience. Undergraduate degree is preferred.
~ This job requires the SIE, Series 7, and 66 regulatory licenses and/or registrations (e.g., CERTIFIED FINANCIAL PLANNER® certification preferred, with a commitment to pursue the designation. We offer a corporate CFP® program to support crew in acquiring the certification.

To work for the long-term financial wellbeing of our clients. 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.