[Hiring] Senior Wealth Advisor @Vanguard

Role Description

Join Vanguard as a Wealth Advisor. Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to candidates located in the Miami, Florida area!

As a Wealth Advisor within Vanguard's Personal Wealth division, you will develop tailored strategies that will help our ultra-high net worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

Responsibilities

• Onboard clients and manage a book of business that can include high-profile and influential individuals and families.
• Communicate Vanguard’s investment philosophy and make recommendations that consider client suitability, risk tolerance, and appropriate saving and spending strategies.
• Provide financial planning solutions using our time-tested research and investment methodology.
• Work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services.
• Manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators.
• Promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and coach and support peers.

Benefits

• Work-life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
• Professional growth: Benefit from a workplace that prioritizes your professional development.
• Inclusive environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
• Compensation and benefits: A comprehensive benefits package designed to support your financial, health, and overall well-being.
• Performance bonus: Opportunities for performance bonuses based on hard work and dedication.
• Partnership plan: An annual cash award tied to collective company performance and client outcomes.
• Merit-based salary increases: Recognized achievements and contributions through merit-based salary increases.

Qualifications

• CFP® designation required.
• Additional certifications such as the CFA, CTFA, or CPA preferred.
• This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role.
• 7+ years of financial advice, financial planning, book of business management, and relationship management.
• Experience applying trust and estate planning knowledge to help preserve clients' wealth.
• In-depth knowledge of financial planning, investment strategies, and industry regulations.
• Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits.

Considerations

• This role is designated as remote and must be performed within Florida. Employees are expected to maintain their primary work location within the Miami metropolitan area, with a preference for residing within a 50-mile radius of Miami, unless otherwise approved by Vanguard.
• Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be required.
• Occasional travel may be required to Vanguard sites for client meetings, or local and national professional conferences.