Senior Wealth Advisor
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 Advisorsfor remote opportunities available to candidateslocatedin the Miami, Floridaarea!With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives.
As a Wealth Advisor within Vanguard 'sPersonal Wealthdivision, you will develop tailored strategies that will help our ultra-high net Worth clients achieve their unique financial goals. You will provideadvice usingongoing 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
Wealth Advisors onboard clients and manage a book of business that can include high-profile, and influential individuals and families. By communicating Vanguard ’s investment philosophy and making recommendations that consider client suitability, risk tolerance,appropriate saving and spendingstrategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investmentmethodology.
Wealth Advisors 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. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators.
As experts in the advice space, Wealth Advisors promote continuous professional development bymaintainingan advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Why you'll love working here:
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Work-life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
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Professional growth: Benefit from a workplace that prioritizes your professional development.
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Inclusive environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
Compensation and benefits:
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At Vanguard , we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.
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Performance bonus: We reward your hard work and dedication with opportunities for performance bonuses.
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Partnership plan: Our Partnership Plan is an annual cash award tied to our collectivecompanyperformance and client outcomes. When we succeed together, we allshare the rewards.
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Merit-based salary increases: Your achievements and contributions are recognized through merit-based salary increases.
To learn more about our benefits, visit:
Qualifications
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CFP® designationrequired.Additionalcertifications such as the CFA,CTFAor CPA preferred.
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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 toacquireonce in the role. These will bedeterminedby Compliance based on role-specific duties.
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7+ years of financial advice, financial planning, book of business management and relationship management.
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Experience applying trust and estate planning knowledge to help preserve clients' wealth.
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In-depth knowledge of financial planning, investment strategies, and industry regulations.
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Excellent written and verbal communication skills, including strong executive presence when interacting with clients andrepresenting Vangua