{"id":2868889,"url":"https://alion.io/job/the-vanguard-group-financial-advisor","title":"Financial Advisor","company":{"id":253,"name":"The Vanguard Group","domain":"vanguard.com","url":"https://alion.io/company/vanguard","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":85,"ghost_share":0.059,"stale_share":0.506,"repost_share":0.212,"time_to_fill_p50_days":27,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States","Charlotte, United States","Malvern, United States","Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":106000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3854},"experience_years_min":1,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-19T18:47:44Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-22T02:34:46Z","board_verified":false,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"Responsibilities:\nBuild and maintain trusted client relationships through meaningful conversations to understand each client’s financial goals, needs, priorities, risk tolerance, and individual circumstances.\nProvide tailored financial advice and guidance based on each client’s unique needs, developing investment strategies that support their goals and long-term financial success.\nDeliver financial advice and portfolio guidance while educating clients on relevant Vanguard funds, products, services, and investment principles to help them make informed financial decisions.\nServe as a trusted advisor and behavioral coach, helping clients navigate financial decisions, stay focused on their goals, and take meaningful action.\nPartner with sales representatives and other internal teams to transition and onboard clients into advice services and deliver a seamless client experience.\nDeliver a high-quality client experience through personalized interactions, proactive engagement, digital capabilities, and timely follow-through on commitments.\nMaintain accurate client records and follow applicable Vanguard policies, investment methodologies, regulatory requirements, and compliance standards.\nApply technology effectively to support virtual client interactions, financial planning discussions, and efficient execution of daily responsibilities.\nBuild and maintain knowledge of financial planning, capital markets, investment products, and industry developments to strengthen the advice and guidance provided to clients.\nCollaborate with colleagues in a fast-paced, team-oriented environment while continuing to develop financial planning and advisory expertise.\n Qualifications:\n1-2 years of experience in advisory or paraplanner roles.\nUndergraduate degree or equivalent combination of training and experience. Undergraduate degree is preferred.\nSIE and Series 65 or 66 licenses required prior to start.\nThis job requires the SIE, Series 7, and 66 regulatory licenses and/or registrations (e.g., FINRA, state, SFC). These will be determined by Compliance based on role specific requirements and responsibilities.\nCERTIFIED FINANCIAL PLANNER® certification preferred, with a commitment to pursue the designation. We offer a corporate CFP® program to support crew in acquiring the certification.\nSpecial Factors\nSponsorship\nVanguard is not offering visa sponsorship for this position.About Vanguard\nAt Vanguard, we don't just have a mission-we're on a mission.\nTo work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.\nHow We Work\nVanguard 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. 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