Financial Advisor Development Program

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. Successful completion of Securities Industry Essentials (“SIE”) exam prior to start date, required. 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. 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 2024 and June 2024. 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 9 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. 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. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. 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