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. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors—combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role. When you join Vanguard, you’ll help steer the financial futures of our clients. Make it count!
In this full-time development program, you will
Gain comprehensive and hands-on exposure in a client-facing service role, designed to build critical skills and knowledge through direct interaction with advice clients.
Benefit from robust mentorship opportunities and support from Vanguard Advice professionals and senior management while building the network and leadership skills to prepare you for a career in Personal Wealth Advice.
Receive dedicated advisor development time, including building skills focused on the seven elements of the personal financial planning process.
Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.
After approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance.
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. 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 a CFP Board registered undergrad/graduate program or a commitment to pursue the designation is preferred. We offer a corporate CFP program to support crew in acquiring the designation.
Successful completion of Securities Industry Essentials (“SIE”) exam prior to start date, required.
Learning agility to successfully pass the Series 7, and 63 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy by utilizing resources and support provided by Vanguard.
Demonstrated leadership capabilities in academic, professional, or community settings. Industry internship preferred.
Strong commitment to 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.
Excellent written, verbal, and Client Relationship Management (CRM) skills.
Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate ambiguous situations and embrace change.
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 date for this program will be July 2027.
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 10 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.
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.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To 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.
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.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To 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.
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.
Skills Required
- Undergraduate degree
- Cumulative GPA of 3.2 or higher
- Completion of a CFP Board registered undergrad/graduate program or commitment to pursue CFP
- Successful completion of the Securities Industry Essentials (SIE) exam prior to start date
- Ability and commitment to pass Series 7 and Series 63 (or equivalents) within Vanguard's FINRA Licensing Policy timeframe
- Demonstrated leadership capabilities in academic, professional, or community settings
- Industry internship experience
- Strong commitment to client education and client-centric investment guidance
- Excellent written and verbal communication and CRM skills
- Resilience, positive attitude, ability to navigate ambiguity, and strong time-management
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
