Join Vanguard as a Situational Advisor (CFP®)
Are you a Certified Financial Planner (CFP®) looking to make a meaningful impact at scale? Vanguard is seeking experienced financial professionals to join our Workplace Advice team, supporting approximately 120,000 participants across one of Vanguard's largest Enterprise Clients.
This is a unique opportunity to deliver personalized, point-in-time financial guidance that helps participants navigate important financial decisions with confidence. Unlike traditional advisory roles, this position does not involve ongoing portfolio management or book-of-business ownership. Instead, you'll focus on providing consultative advice, education, and planning guidance that empowers participants to take action toward their financial goals.
As a Vanguard Situational Advisor, You Will:
Deliver personalized financial planning and investment guidance through scheduled consultations with participants.
Help participants navigate key financial decisions related to retirement readiness, investment allocation, savings strategies, and broader financial goals.
Apply a consultative approach to uncover participant needs and recommend appropriate planning solutions.
Educate participants on Vanguard's advice offerings and resources available to support their financial journey.
Build trust and credibility by simplifying complex financial concepts into actionable recommendations.
Partner with internal stakeholders to deliver a high-quality participant experience and support client objectives.
Why You'll Love Working Here:
Make an Impact at Scale
Help thousands of participants make informed financial decisions and improve their financial well-being through meaningful advice conversations.
Professional Growth
Join a team of highly credentialed financial professionals and benefit from ongoing development opportunities, coaching, and career progression.
Collaborative Environment
Work within a dedicated advice team supporting one of Vanguard's largest Enterprise Clients, where teamwork, knowledge sharing, and client focus drive success.
Work-Life Harmony
Enjoy a structured advisory model that allows you to focus on delivering advice and participant outcomes without the demands of managing an ongoing book of business.
Compensation and Benefits:
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.
Performance Bonus: We reward your hard work and dedication through opportunities for performance-based incentives.
Partnership Plan: Our Partnership Plan is an annual cash award tied to company performance and client outcomes.
Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.
Comprehensive Benefits: Medical, dental, vision, retirement benefits, paid time off, and resources that support your overall well-being.
To learn more about our benefits, visit Vanguard Benefits & Rewards.
Qualifications:
Certified Financial Planner® (CFP®) designation required.
FINRA Series 7, 63, and 65/66 licenses (or ability to obtain within three months of assuming the position).
Undergraduate degree or equivalent experience.
Minimum of three years of financial planning and client relationship management experience.
Strong investment knowledge and financial planning acumen.
Consultative sales experience strongly preferred.
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
- Certified Financial Planner (CFP) designation
- FINRA Series 7, 63, and 65/66 licenses
- Undergraduate degree or equivalent experience
- Minimum of three years of financial planning and client relationship management experience
- Exceptional investment acumen and communication skills
- Strong organizational and time management skills
- Experience supporting complex client relationships
- Consultative sales experience
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.
