Friday , March 5 2021

Vanguard Careers 2021 – Research Finance

Website Vanguard

Job Description:

We believe that everyone should be given a chance to succeed – and that starts with you. As a Senior CFP Financial Advisor, you’ll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it’s the people, not just the finances that count.

Job Responsibilities:

  • Craft investment solutions based on Vanguard’s philosophy: taking a stand for investors
  • Build and deepen your knowledge and skillset by maintaining a strong portfolio and an in-depth understanding of financial markets
  • Develop your craft of planning
  • Form relationships with senior management
  • Put investors on a path to a successful financial future
  • Be an active part of a collaborative team and share best practices
  • Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals.

Job Requirements:

  • Exceptional investment acumen and knowledge of broader planning topics
  • Client Relationship Management mastery
  • Shown ability to coach and mentor
  • At Vanguard, clients are our most important asset. As a Senior Financial Advisor, you will be tasked with looking out for our clients’ best interests.
  • Your curiosity and real passion for helping people can flourish in this role, where you will work with clients and help guide their success.
  • Here, you’ll discover an abundance of opportunities in a culture that values partnership and collaboration.
  • We support each other’s success while working towards the same goal of standing up for investors across the world.

Qualification & Experience:

  • Minimum of five+ years advisory experience in a client facing role
  • Offer clients an educational/consultative approach
  • Extensive client service experience; managing an ongoing book of business

Job Details:

Company: Vanguard

Vacancy Type:  Full Time

Job Functions: Research

Job Location: Scottsdale, AZ, US

Application Deadline: N/A

Apply Here