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Financial Advisor Development Program

Employer
Vanguard
Location
Charlotte, North Carolina
Salary
Commensurate with Experience
Closing date
Oct 26, 2024
View more categoriesView less categories
Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Required

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
  • Receive comprehensive and hands-on exposure across three core business units, each designed to build critical skills and knowledge culminating in the ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice.
  • 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 Investor Advice.
  • Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.

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.
  • Successful completion of Securities Industry Essentials ("SIE") exam prior to start date, required.
  • Progress towards preparation for or completion of the CFP® exam highly preferred.
  • Learning agility to successfully pass the 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.
  • Demonstrated leadership capabilities in academic, professional, or community settings. 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.
  • Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate ambiguous situations and embrace change.
  • 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 date for this program will be June 2025.

Total Rewards

Our Total Rewards package reflects our mission and values, providing care, security, and fulfillment for you and your family - today and long-term. We support the key areas of your life with best-in-class benefits for your financial, physical, and personal wellness:

  • Pay for performance, including annual performance bonuses, merit increases, and an annual Partnership bonus.
  • Industry-leading retirement savings plans:
    • 401(k) contribution 55% above the national average.
    • Quarterly 401(k) contribution of 10% of your eligible pay.
  • At least 18 paid days off, plus 10 federal holidays.
  • 77% of your medical costs are covered, compared to 68% by other financial services companies.
  • Unparalleled Health Savings Account (HSA) seed and match - 5x the amount as other contributing employers.
  • A $1500 FlexFund annual stipend for personally meaningful conveniences - 3x the average amount offered by other employers.
  • Top-tier programs for your emotional and mental health:
    • Access to 2x more coaching and therapy sessions compared to other employers.
    • A caregiving concierge program, something only one in five employers offer.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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.

How We Work

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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Our commitment to you
Vanguard takes the same long-term view of your success-at work and in life-with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

Financial wellness
We're committed to enabling your financial success and provide competitive offers and programs.

Physical wellness
We're committed to providing benefits that support your physical health and wellness.

Personal wellness
We're committed to providing resources that help support the full scope of your life.

Learn more about our complete benefits and rewards package

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

Let's get started

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

A culture of care and respect

Financial wellness

From competitive compensation packages to industry-leading retirement savings plans and everything in-between, your long-term financial success is literally our business. You can feel confident that we're focused on your financial wellbeing.

Physical wellness

We understand that being at your best means prioritizing your physical wellness. Vanguard offers best-in-class medical coverage and on-site clinics and fitness centers, plus savings plans for medical expenses now and in retirement.

Personal wellness

Access to leading mental health resources and providers and generous paid time off will give you the space and resources you need to build the life you want.

Learning and development

We offer educational and training opportunities and leadership support. We also have educational assistance plans and encourage professional designations, mentoring, and formal coaching and training.

Recognition

We're all about recognizing our coworkers for a job well done. We love confirming value and showing gratitude. Plus, recognition is contagious-it improves team dynamics and increases engagement.

Diversity, equity, and inclusion

Having a diverse community is part of how we deliver on our mission to take a stand for all investors. Our diverse teams and inclusive environments enable our crew to perform at their best.

Community

Our community stewardship is active and powered by the spirit of our crew members. We make it easy to volunteer and support our local communities.

Mission driven; client focused

What we do matters. The financial security of our investors isn't something we take lightly. We come to work each day to take a stand for all investors, focus on their long-term outcomes, and do the right thing.

Company

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