Financial Advisor Development Program

Employer
Vanguard
Location
Malvern, Pennsylvania
Salary
0.00
Closing date
Oct 13, 2022

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Not necessary

Job Details

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

 

  • Achieve your CFP® certification experience requirement in two years instead of three following the CFP Board Apprenticeship pathway
  • Engage in high-impact projects and client interaction across Vanguard’s Relationship Management and Sales department and Personal Advisor Services®
  • 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 Advisor Services®

 

 

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.
  • Progress towards preparation for or completion of the CFP® exam highly preferred.
  • Learning agility to successfully pass the SIE and 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.
  • 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.
  • Positive attitude with the ability to effectively handle change in an ambiguous environment.
  • 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 dates for this program will be January 2023 and June 2023.

 

 

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.

 

 

 

Future of Work

 

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

 

 

 

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

 

 

 

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

 

 

 

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

 

Company

Vanguard is based on a simple but revolutionary idea-that a mutual fund company should be managed in the sole interest of its investors. To ensure that the interests of investors always come first, Vanguard is owned by the Vanguard funds, which in turn are owned by the investors. We're still the only company structured this way. Today, we state our mission broadly: "To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."

Find Us
Telephone
610-669-7531
Location
400 Devon Park Drive
Wayne
PA
19087
United States

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