Financial Advisor
Core
Build trusted client relationships and provide tailored financial advice, investment strategies, and portfolio guidance to support long-term financial success.
Role type
Financial Advisor (IC)
Builds
Personalized investment strategies and financial plans using Vanguard funds and products
Domain
Wealth Management / Investment Advisory
Required skills
Financial planning, capital markets knowledge, investment product expertise, client relationship management, regulatory compliance, financial education, behavioral coaching, technology application, team collaboration
Preferred skills
CERTIFIED FINANCIAL PLANNER® certification, undergraduate degree
Technologies
Digital client interaction tools, financial planning software
Responsibilities
Understand client financial goals and risk tolerance, develop investment strategies, educate clients on Vanguard products, act as behavioral coach, onboard clients with sales teams, maintain accurate client records, apply technology for virtual interactions, stay current on industry developments
Seniority
Junior to Mid-level, hands-on IC